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 | $192,687 | $79,557+142.2% | $118,746+62.3% | $70,131+174.8% |
| Participation rate | 82.1% | 71.4%+10.8pp | 78.3%+3.9pp | 69.5%+12.6pp |
| Annual return | 11.97% | 25.64%-13.7pp | 24.54%-12.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,080 | $2,861-62.3% | $4,193-74.2% | $2,342-53.9% |
| Participant deferral / active EE | $10,109 | $4,089+147.2% | $5,332+89.6% | $3,332+203.4% |
| Admin fee / account holder | $19,934 | $5,374+270.9% | $10,720+85.9% | $4,645+329.1% |