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 | $111,132 | $93,571+18.8% | $135,903-18.2% | $75,163+47.9% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 13.97% | 30.90%-16.9pp | 68.23%-54.3pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,910 | $3,537-17.7% | $4,856-40.1% | $2,670+9.0% |
| Participant deferral / active EE | $11,316 | $6,404+76.7% | $7,758+45.9% | $4,125+174.3% |
| Admin fee / account holder | $28,253 | $6,975+305.0% | $10,762+162.5% | $5,651+400.0% |