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 8-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 | $132,704 | $93,571+41.8% | $135,903-2.4% | $75,163+76.6% |
| Participation rate | 86.0% | 75.2%+10.8pp | 81.9%+4.1pp | 67.2%+18.8pp |
| Annual return | 10.31% | 30.90%-20.6pp | 68.23%-57.9pp | 160.62%-150.3pp |
| Employer contribution / active EE | $4,641 | $3,537+31.2% | $4,856-4.4% | $2,670+73.8% |
| Participant deferral / active EE | $13,223 | $6,404+106.5% | $7,758+70.5% | $4,125+220.6% |
| Admin fee / account holder | $20,602 | $6,975+195.3% | $10,762+91.4% | $5,651+264.6% |