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 | $163,913 | $104,664+56.6% | $85,682+91.3% | $167,490-2.1% |
| Participation rate | 81.8% | 76.4%+5.5pp | 69.9%+12.0pp | 82.1%-0.3pp |
| Annual return | 6.47% | 21.45%-15.0pp | 21.49%-15.0pp | 478.56%-472.1pp |
| Employer contribution / active EE | $12,120 | $3,337+263.2% | $2,618+362.9% | $4,837+150.5% |
| Participant deferral / active EE | $8,066 | $4,824+67.2% | $3,923+105.6% | $6,341+27.2% |
| Admin fee / account holder | $16,484 | $10,032+64.3% | $6,873+139.8% | $12,309+33.9% |