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 | $138,418 | $85,766+61.4% | $136,294+1.6% | $70,131+97.4% |
| Participation rate | 80.7% | 74.2%+6.5pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 10.94% | 31.45%-20.5pp | 5155.94%-5145.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $8,647 | $2,966+191.5% | $4,695+84.2% | $2,342+269.1% |
| Participant deferral / active EE | $8,539 | $5,051+69.0% | $6,247+36.7% | $3,332+156.3% |
| Admin fee / account holder | $17,329 | $5,420+219.7% | $9,243+87.5% | $4,645+273.0% |