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 | $121,548 | $78,422+55.0% | $95,952+26.7% | $79,858+52.2% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 6.09% | 19.37%-13.3pp | 91.61%-85.5pp | 31.71%-25.6pp |
| Employer contribution / active EE | $5,131 | $1,945+163.8% | $2,541+101.9% | $2,471+107.7% |
| Participant deferral / active EE | $5,236 | $3,440+52.2% | $4,167+25.7% | $3,740+40.0% |
| Admin fee / account holder | $20,442 | $5,622+263.6% | $6,795+200.8% | $5,306+285.2% |