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 | $167,221 | $62,672+166.8% | $185,117-9.7% | $70,131+138.4% |
| Participation rate | 92.5% | 63.8%+28.7pp | 77.3%+15.2pp | 69.5%+22.9pp |
| Annual return | 7.84% | 40.79%-33.0pp | 40.50%-32.7pp | 73.14%-65.3pp |
| Employer contribution / active EE | $13,538 | $1,753+672.2% | $4,182+223.8% | $2,342+478.0% |
| Participant deferral / active EE | $6,137 | $3,272+87.6% | $5,045+21.6% | $3,332+84.2% |
| Admin fee / account holder | $43,628 | $3,932+1009.7% | $8,159+434.7% | $4,645+839.2% |