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 | $156,326 | $93,571+67.1% | $135,903+15.0% | $75,163+108.0% |
| Participation rate | 78.2% | 75.2%+3.0pp | 81.9%-3.7pp | 67.2%+11.0pp |
| Annual return | 9.93% | 30.90%-21.0pp | 68.23%-58.3pp | 160.62%-150.7pp |
| Employer contribution / active EE | $9,203 | $3,537+160.2% | $4,856+89.5% | $2,670+244.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $6,561 | $6,975-5.9% | $10,762-39.0% | $5,651+16.1% |