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 | $139,675 | $81,460+71.5% | $103,333+35.2% | $80,856+72.7% |
| Participation rate | 84.0% | 66.8%+17.2pp | 74.5%+9.5pp | 67.6%+16.4pp |
| Annual return | 8.40% | 25.55%-17.1pp | 24.88%-16.5pp | 35.59%-27.2pp |
| Employer contribution / active EE | $8,047 | $3,105+159.1% | $3,868+108.0% | $2,755+192.1% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $13,660 | $6,566+108.0% | $8,355+63.5% | $6,918+97.5% |