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 | $221,859 | $102,317+116.8% | $146,958+51.0% | $80,856+174.4% |
| Participation rate | 76.7% | 75.8%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 10.97% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,088 | $3,713-70.7% | $4,933-77.9% | $2,755-60.5% |
| Participant deferral / active EE | $10,588 | $6,644+59.4% | $8,070+31.2% | $4,296+146.5% |
| Admin fee / account holder | $25,799 | $7,941+224.9% | $12,998+98.5% | $6,918+272.9% |