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 | $152,000 | $93,571+62.4% | $135,903+11.8% | $75,163+102.2% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.9%+16.2pp | 67.2%+30.9pp |
| Annual return | 13.15% | 30.90%-17.8pp | 68.23%-55.1pp | 160.62%-147.5pp |
| Employer contribution / active EE | $4,299 | $3,537+21.6% | $4,856-11.5% | $2,670+61.0% |
| Participant deferral / active EE | $6,684 | $6,404+4.4% | $7,758-13.8% | $4,125+62.0% |
| Admin fee / account holder | $3,268 | $6,975-53.1% | $10,762-69.6% | $5,651-42.2% |