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 | $238,370 | $114,381+108.4% | $107,525+121.7% | $142,382+67.4% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 7.99% | 242.71%-234.7pp | 181.32%-173.3pp | 217.08%-209.1pp |
| Employer contribution / active EE | $5,304 | $4,015+32.1% | $3,754+41.3% | $4,299+23.4% |
| Participant deferral / active EE | $10,040 | $5,564+80.4% | $5,116+96.3% | $6,507+54.3% |
| Admin fee / account holder | $23,245 | $9,860+135.8% | $8,919+160.6% | $12,624+84.1% |