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 | $144,172 | $93,571+54.1% | $135,903+6.1% | $75,163+91.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.39% | 30.90%-16.5pp | 68.23%-53.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $4,775 | $3,537+35.0% | $4,856-1.7% | $2,670+78.9% |
| Participant deferral / active EE | $10,897 | $6,404+70.2% | $7,758+40.5% | $4,125+164.2% |
| Admin fee / account holder | $18,402 | $6,975+163.8% | $10,762+71.0% | $5,651+225.6% |