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 | $164,517 | $89,355+84.1% | $141,162+16.5% | $72,985+125.4% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 18.80% | 111.85%-93.0pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $12,272 | $3,114+294.0% | $4,735+159.2% | $2,440+403.0% |
| Participant deferral / active EE | $12,373 | $5,418+128.4% | $6,709+84.4% | $3,607+243.0% |
| Admin fee / account holder | $4,876 | $5,958-18.2% | $10,261-52.5% | $5,124-4.8% |