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 | $230,081 | $84,233+173.2% | $170,442+35.0% | $70,131+228.1% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 11.35% | 23.06%-11.7pp | 205.93%-194.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $6,212 | $3,387+83.4% | $5,433+14.3% | $2,342+165.2% |
| Participant deferral / active EE | $6,751 | $3,086+118.8% | $4,939+36.7% | $3,332+102.6% |
| Admin fee / account holder | $14,219 | $5,698+149.6% | $13,880+2.4% | $4,645+206.1% |