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 | $158,989 | $84,233+88.7% | $170,442-6.7% | $70,131+126.7% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 11.50% | 23.06%-11.6pp | 205.93%-194.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $9,752 | $3,387+187.9% | $5,433+79.5% | $2,342+316.3% |
| Participant deferral / active EE | $7,064 | $3,086+128.9% | $4,939+43.0% | $3,332+112.0% |
| Admin fee / account holder | $7,602 | $5,698+33.4% | $13,880-45.2% | $4,645+63.6% |