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 | $151,165 | $72,114+109.6% | $108,745+39.0% | $62,891+140.4% |
| Participation rate | 95.8% | 74.6%+21.2pp | 77.7%+18.2pp | 69.3%+26.5pp |
| Annual return | 5.51% | 13.41%-7.9pp | 46.22%-40.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $14,766 | $2,694+448.2% | $3,323+344.4% | $2,281+547.4% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,276 | $4,608+101.3% | $6,144+51.0% | $4,296+115.9% |