See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,793 | $23,330+413.5% | $64,489+85.8% | $82,448+45.3% |
| Participation rate | 95.1% | 68.3%+26.8pp | 67.7%+27.4pp | 68.1%+27.1pp |
| Annual return | 9.92% | 83.66%-73.7pp | 55.03%-45.1pp | 41.64%-31.7pp |
| Employer contribution / active EE | $4,750 | $824+476.2% | $1,523+211.9% | $2,551+86.2% |
| Participant deferral / active EE | $6,404 | $1,707+275.1% | $2,778+130.5% | $4,139+54.7% |
| Admin fee / account holder | $25,348 | $2,946+760.5% | $4,260+495.0% | $7,234+250.4% |