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 | $160,505 | $91,552+75.3% | $133,956+19.8% | $79,858+101.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.88% | 61.85%-53.0pp | 45.09%-36.2pp | 31.71%-22.8pp |
| Employer contribution / active EE | $2,845 | $2,384+19.4% | $3,919-27.4% | $2,471+15.1% |
| Participant deferral / active EE | $6,528 | $3,733+74.9% | $5,048+29.3% | $3,740+74.5% |
| Admin fee / account holder | $8,489 | $6,321+34.3% | $8,927-4.9% | $5,306+60.0% |