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 | $110,899 | $58,208+90.5% | $81,812+35.6% | $80,856+37.2% |
| Participation rate | 77.8% | 63.4%+14.4pp | 72.3%+5.4pp | 67.6%+10.1pp |
| Annual return | 10.64% | 41.66%-31.0pp | 773.79%-763.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $6,665 | $2,340+184.8% | $2,912+128.9% | $2,755+141.9% |
| Participant deferral / active EE | $10,264 | $3,281+212.8% | $4,319+137.7% | $4,296+138.9% |
| Admin fee / account holder | $18,505 | $4,981+271.5% | $7,386+150.5% | $6,918+167.5% |