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 | $177,898 | $123,793+43.7% | $177,8210% | $79,858+122.8% |
| Participation rate | 87.9% | 84.7%+3.3pp | 87.7%+0.2pp | 69.6%+18.3pp |
| Annual return | 8.18% | 22.82%-14.6pp | 48.32%-40.1pp | 31.71%-23.5pp |
| Employer contribution / active EE | $12,787 | $4,095+212.2% | $5,918+116.1% | $2,471+417.5% |
| Participant deferral / active EE | $4,897 | $5,956-17.8% | $7,714-36.5% | $3,740+30.9% |
| Admin fee / account holder | $35,979 | $7,243+396.8% | $12,427+189.5% | $5,306+578.0% |