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 | $145,517 | $91,552+58.9% | $133,956+8.6% | $79,858+82.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.64% | 61.85%-52.2pp | 45.09%-35.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $4,341 | $2,384+82.1% | $3,919+10.8% | $2,471+75.7% |
| Participant deferral / active EE | $7,946 | $3,733+112.8% | $5,048+57.4% | $3,740+112.5% |
| Admin fee / account holder | $967 | $6,321-84.7% | $8,927-89.2% | $5,306-81.8% |