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 | $208,230 | $86,286+141.3% | $111,297+87.1% | $85,850+142.6% |
| Participation rate | 91.9% | 73.3%+18.6pp | 77.3%+14.6pp | 69.3%+22.6pp |
| Annual return | 10.11% | 19.99%-9.9pp | 54.65%-44.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $4,816 | $2,043+135.7% | $2,731+76.4% | $2,565+87.8% |
| Participant deferral / active EE | $9,715 | $3,641+166.9% | $4,487+116.5% | $3,952+145.8% |
| Admin fee / account holder | $23,358 | $8,188+185.3% | $7,964+193.3% | $6,260+273.1% |