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 | $114,280 | $54,705+108.9% | $71,209+60.5% | $84,808+34.8% |
| Participation rate | 93.5% | 64.1%+29.4pp | 73.8%+19.7pp | 68.3%+25.2pp |
| Annual return | 13.37% | 35.90%-22.5pp | 282.51%-269.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $11,308 | $2,158+424.0% | $2,721+315.6% | $2,631+329.8% |
| Participant deferral / active EE | $8,414 | $3,030+177.6% | $4,175+101.5% | $4,212+99.8% |
| Admin fee / account holder | $18,312 | $4,863+276.5% | $5,349+242.4% | $7,344+149.3% |