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 | $165,702 | $98,240+68.7% | $82,313+101.3% | $147,584+12.3% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 8.22% | 30.85%-22.6pp | 25.88%-17.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $10,840 | $3,192+239.6% | $2,428+346.4% | $4,876+122.3% |
| Participant deferral / active EE | $6,582 | $4,383+50.2% | $3,706+77.6% | $5,439+21.0% |
| Admin fee / account holder | $2,378 | $8,563-72.2% | $5,608-57.6% | $10,885-78.2% |