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 | $163,766 | $93,571+75.0% | $135,903+20.5% | $75,163+117.9% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 13.24% | 30.90%-17.7pp | 68.23%-55.0pp | 160.62%-147.4pp |
| Employer contribution / active EE | $6,072 | $3,537+71.7% | $4,856+25.0% | $2,670+127.4% |
| Participant deferral / active EE | $9,967 | $6,404+55.6% | $7,758+28.5% | $4,125+141.6% |
| Admin fee / account holder | $4,354 | $6,975-37.6% | $10,762-59.5% | $5,651-23.0% |