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 | $219,416 | $63,355+246.3% | $91,989+138.5% | $72,985+200.6% |
| Participation rate | 83.3% | 72.5%+10.8pp | 78.6%+4.7pp | 69.5%+13.8pp |
| Annual return | 17.85% | 35.35%-17.5pp | 69.02%-51.2pp | 81.00%-63.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,440 | $4,883-50.0% | $5,923-58.8% | $3,607-32.4% |
| Admin fee / account holder | $19,358 | $4,668+314.7% | $7,743+150.0% | $5,124+277.8% |