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 | $139,326 | $54,705+154.7% | $71,209+95.7% | $84,808+64.3% |
| Participation rate | 98.0% | 64.1%+33.9pp | 73.8%+24.2pp | 68.3%+29.6pp |
| Annual return | 12.96% | 35.90%-22.9pp | 282.51%-269.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,669 | $2,158+116.4% | $2,721+71.6% | $2,631+77.5% |
| Participant deferral / active EE | $4,648 | $3,030+53.4% | $4,175+11.3% | $4,212+10.4% |
| Admin fee / account holder | $19,448 | $4,863+299.9% | $5,349+263.6% | $7,344+164.8% |