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 | $161,408 | $67,606+138.7% | $82,313+96.1% | $70,131+130.2% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 12.12% | 21.57%-9.4pp | 25.88%-13.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $3,678 | $1,755+109.6% | $2,428+51.5% | $2,342+57.0% |
| Participant deferral / active EE | $6,441 | $2,987+115.6% | $3,706+73.8% | $3,332+93.3% |
| Admin fee / account holder | $4,005 | $4,512-11.2% | $5,608-28.6% | $4,645-13.8% |