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 | $143,579 | $86,286+66.4% | $111,297+29.0% | $85,850+67.2% |
| Participation rate | 94.6% | 73.3%+21.3pp | 77.3%+17.3pp | 69.3%+25.3pp |
| Annual return | 10.56% | 19.99%-9.4pp | 54.65%-44.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $4,566 | $2,043+123.5% | $2,731+67.2% | $2,565+78.0% |
| Participant deferral / active EE | $5,614 | $3,641+54.2% | $4,487+25.1% | $3,952+42.1% |
| Admin fee / account holder | $8,576 | $8,188+4.7% | $7,964+7.7% | $6,260+37.0% |