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 | $161,574 | $93,571+72.7% | $135,903+18.9% | $75,163+115.0% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 9.40% | 30.90%-21.5pp | 68.23%-58.8pp | 160.62%-151.2pp |
| Employer contribution / active EE | $12,500 | $3,537+253.4% | $4,856+157.4% | $2,670+368.2% |
| Participant deferral / active EE | $8,246 | $6,404+28.8% | $7,758+6.3% | $4,125+99.9% |
| Admin fee / account holder | $15,944 | $6,975+128.6% | $10,762+48.1% | $5,651+182.1% |