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 | $219,898 | $85,766+156.4% | $136,294+61.3% | $70,131+213.6% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 12.16% | 31.45%-19.3pp | 5155.94%-5143.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $9,635 | $2,966+224.8% | $4,695+105.2% | $2,342+311.3% |
| Participant deferral / active EE | $8,402 | $5,051+66.3% | $6,247+34.5% | $3,332+152.2% |
| Admin fee / account holder | $893 | $5,420-83.5% | $9,243-90.3% | $4,645-80.8% |