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 | $187,539 | $89,753+108.9% | $107,525+74.4% | $84,808+121.1% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 12.73% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $5,091 | $3,113+63.5% | $3,754+35.6% | $2,631+93.5% |
| Participant deferral / active EE | $4,887 | $4,056+20.5% | $5,116-4.5% | $4,212+16.0% |
| Admin fee / account holder | $582 | $7,222-91.9% | $8,919-93.5% | $7,344-92.1% |