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 | $150,934 | $54,705+175.9% | $71,209+112.0% | $84,808+78.0% |
| Participation rate | 97.1% | 64.1%+33.1pp | 73.8%+23.4pp | 68.3%+28.8pp |
| Annual return | 12.72% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $8,052 | $2,158+273.1% | $2,721+195.9% | $2,631+206.0% |
| Participant deferral / active EE | $4,172 | $3,030+37.7% | $4,175-0.1% | $4,212-0.9% |
| Admin fee / account holder | $5,095 | $4,863+4.8% | $5,349-4.7% | $7,344-30.6% |