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 | $120,454 | $98,750+22.0% | $149,696-19.5% | $79,858+50.8% |
| Participation rate | 79.6% | 75.8%+3.8pp | 82.5%-2.9pp | 69.6%+10.0pp |
| Annual return | 2.38% | 27.43%-25.0pp | 276.60%-274.2pp | 31.71%-29.3pp |
| Employer contribution / active EE | $6,716 | $3,216+108.8% | $4,644+44.6% | $2,471+171.8% |
| Participant deferral / active EE | $10,923 | $5,680+92.3% | $6,842+59.7% | $3,740+192.1% |
| Admin fee / account holder | $15,007 | $6,053+148.0% | $9,309+61.2% | $5,306+182.8% |