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 | $133,665 | $93,571+42.8% | $135,903-1.6% | $75,163+77.8% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 14.44% | 30.90%-16.5pp | 68.23%-53.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $6,038 | $3,537+70.7% | $4,856+24.3% | $2,670+126.2% |
| Participant deferral / active EE | $9,319 | $6,404+45.5% | $7,758+20.1% | $4,125+125.9% |
| Admin fee / account holder | $358 | $6,975-94.9% | $10,762-96.7% | $5,651-93.7% |