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 | $205,922 | $98,750+108.5% | $149,696+37.6% | $79,858+157.9% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.5%+5.2pp | 69.6%+18.1pp |
| Annual return | 4.56% | 27.43%-22.9pp | 276.60%-272.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $7,890 | $3,216+145.3% | $4,644+69.9% | $2,471+219.3% |
| Participant deferral / active EE | $8,019 | $5,680+41.2% | $6,842+17.2% | $3,740+114.4% |
| Admin fee / account holder | $25,682 | $6,053+324.3% | $9,309+175.9% | $5,306+384.0% |