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 | $131,846 | $54,705+141.0% | $71,209+85.2% | $84,808+55.5% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 12.84% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $17,851 | $2,158+727.2% | $2,721+556.1% | $2,631+578.5% |
| Participant deferral / active EE | $6,932 | $3,030+128.8% | $4,175+66.0% | $4,212+64.6% |
| Admin fee / account holder | $7,056 | $4,863+45.1% | $5,349+31.9% | $7,344-3.9% |