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 | $126,208 | $73,933+70.7% | $96,683+30.5% | $75,163+67.9% |
| Participation rate | 81.6% | 66.4%+15.2pp | 74.3%+7.2pp | 67.2%+14.4pp |
| Annual return | 12.63% | 26.70%-14.1pp | 35.69%-23.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $5,921 | $2,928+102.2% | $3,737+58.5% | $2,670+121.8% |
| Participant deferral / active EE | $4,282 | $3,659+17.0% | $4,878-12.2% | $4,125+3.8% |
| Admin fee / account holder | $53,221 | $5,216+920.3% | $6,730+690.9% | $5,651+841.8% |