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 | $245,502 | $81,208+202.3% | $98,907+148.2% | $79,858+207.4% |
| Participation rate | 93.5% | 72.5%+21.0pp | 76.0%+17.5pp | 69.6%+23.9pp |
| Annual return | 7.71% | 60.99%-53.3pp | 196.43%-188.7pp | 31.71%-24.0pp |
| Employer contribution / active EE | $6,937 | $1,960+254.0% | $2,689+158.0% | $2,471+180.8% |
| Participant deferral / active EE | $4,201 | $3,265+28.7% | $4,244-1.0% | $3,740+12.3% |
| Admin fee / account holder | $1,533 | $6,013-74.5% | $6,642-76.9% | $5,306-71.1% |