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 8-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 | $141,603 | $79,944+77.1% | $98,439+43.8% | $75,163+88.4% |
| Participation rate | 97.4% | 70.4%+27.0pp | 75.2%+22.2pp | 67.2%+30.2pp |
| Annual return | 8.52% | 19.75%-11.2pp | 21.16%-12.6pp | 160.62%-152.1pp |
| Employer contribution / active EE | $6,658 | $2,264+194.1% | $3,048+118.4% | $2,670+149.4% |
| Participant deferral / active EE | $7,110 | $3,752+89.5% | $4,738+50.1% | $4,125+72.4% |
| Admin fee / account holder | $21,803 | $6,840+218.8% | $8,948+143.7% | $5,651+285.8% |