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 | $145,122 | $30,400+377.4% | $53,898+169.3% | $84,808+71.1% |
| Participation rate | 82.1% | 46.4%+35.7pp | 55.0%+27.2pp | 68.3%+13.8pp |
| Annual return | 12.85% | 500.19%-487.3pp | 528.60%-515.8pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,403 | $603+132.8% | $932+50.6% | $2,631-46.7% |
| Participant deferral / active EE | $3,165 | $1,199+164.1% | $1,826+73.3% | $4,212-24.8% |
| Admin fee / account holder | $2,795 | $1,993+40.2% | $2,491+12.2% | $7,344-61.9% |