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 | $149,839 | $67,411+122.3% | $91,001+64.7% | $70,131+113.7% |
| Participation rate | 85.7% | 71.4%+14.3pp | 75.6%+10.1pp | 69.5%+16.2pp |
| Annual return | 11.33% | -40.16%+51.5pp | 4.60%+6.7pp | 73.14%-61.8pp |
| Employer contribution / active EE | $4,838 | $1,786+170.9% | $2,456+97.0% | $2,342+106.5% |
| Participant deferral / active EE | $3,975 | $2,823+40.8% | $3,547+12.1% | $3,332+19.3% |
| Admin fee / account holder | $107,276 | $4,236+2432.4% | $5,417+1880.3% | $4,645+2209.3% |