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 | $134,142 | $78,422+71.1% | $95,952+39.8% | $79,858+68.0% |
| Participation rate | 97.1% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.5pp |
| Annual return | 7.27% | 19.37%-12.1pp | 91.61%-84.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $3,571 | $1,945+83.6% | $2,541+40.6% | $2,471+44.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,847 | $5,622+92.9% | $6,795+59.6% | $5,306+104.4% |