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 | $143,396 | $60,022+138.9% | $88,946+61.2% | $84,808+69.1% |
| Participation rate | 94.9% | 57.8%+37.1pp | 68.8%+26.1pp | 68.3%+26.6pp |
| Annual return | 13.30% | 22.43%-9.1pp | 57.82%-44.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $6,972 | $1,703+309.4% | $2,555+172.9% | $2,631+165.0% |
| Participant deferral / active EE | $10,587 | $3,114+240.0% | $4,581+131.1% | $4,212+151.4% |
| Admin fee / account holder | $21,917 | $4,811+355.6% | $8,261+165.3% | $7,344+198.4% |