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 | $152,686 | $96,128+58.8% | $136,007+12.3% | $80,856+88.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.85% | 28.71%-17.9pp | 579.32%-568.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $18,519 | $3,351+452.6% | $4,217+339.2% | $2,755+572.2% |
| Participant deferral / active EE | $19,687 | $5,709+244.8% | $7,025+180.2% | $4,296+358.3% |
| Admin fee / account holder | $863 | $8,236-89.5% | $6,858-87.4% | $6,918-87.5% |