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 | $51,638+192.3% | $68,368+120.8% | $82,448+83.1% |
| Participation rate | 97.1% | 63.6%+33.5pp | 73.8%+23.4pp | 68.1%+29.1pp |
| Annual return | 12.72% | 37.53%-24.8pp | 292.57%-279.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $8,052 | $2,047+293.5% | $2,649+204.0% | $2,551+215.7% |
| Participant deferral / active EE | $4,172 | $2,914+43.2% | $4,123+1.2% | $4,139+0.8% |
| Admin fee / account holder | $5,095 | $4,643+9.7% | $5,150-1.1% | $7,234-29.6% |