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 | $140,509 | $24,730+468.2% | $66,042+112.8% | $84,808+65.7% |
| Participation rate | 93.9% | 68.1%+25.8pp | 67.5%+26.4pp | 68.3%+25.6pp |
| Annual return | 13.35% | 79.55%-66.2pp | 52.11%-38.8pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,787 | $857+225.4% | $1,579+76.5% | $2,631+5.9% |
| Participant deferral / active EE | $2,160 | $1,737+24.3% | $2,835-23.8% | $4,212-48.7% |
| Admin fee / account holder | $30,457 | $3,014+910.5% | $5,747+430.0% | $7,344+314.7% |