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 | $117,629 | $65,041+80.9% | $90,951+29.3% | $79,858+47.3% |
| Participation rate | 82.1% | 61.6%+20.5pp | 69.0%+13.1pp | 69.6%+12.5pp |
| Annual return | 9.95% | 30.45%-20.5pp | 134.60%-124.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $4,407 | $1,247+253.4% | $2,122+107.7% | $2,471+78.4% |
| Participant deferral / active EE | $3,757 | $2,512+49.6% | $3,373+11.4% | $3,740+0.4% |
| Admin fee / account holder | $19,179 | $4,536+322.8% | $5,959+221.9% | $5,306+261.4% |