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 | $185,495 | $54,705+239.1% | $71,209+160.5% | $84,808+118.7% |
| Participation rate | 96.9% | 64.1%+32.8pp | 73.8%+23.1pp | 68.3%+28.6pp |
| Annual return | 12.70% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $6,095 | $2,158+182.4% | $2,721+124.0% | $2,631+131.7% |
| Participant deferral / active EE | $10,447 | $3,030+244.7% | $4,175+150.2% | $4,212+148.0% |
| Admin fee / account holder | $33,801 | $4,863+595.0% | $5,349+531.9% | $7,344+360.3% |