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 | $135,539 | $114,381+18.5% | $107,525+26.1% | $142,382-4.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.97% | 242.71%-233.7pp | 181.32%-172.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $9,434 | $4,015+135.0% | $3,754+151.3% | $4,299+119.4% |
| Participant deferral / active EE | $20,524 | $5,564+268.9% | $5,116+301.2% | $6,507+215.4% |
| Admin fee / account holder | $31,754 | $9,860+222.0% | $8,919+256.0% | $12,624+151.5% |