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 | $179,123 | $98,750+81.4% | $149,696+19.7% | $79,858+124.3% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.5%+9.7pp | 69.6%+22.5pp |
| Annual return | 9.89% | 27.43%-17.5pp | 276.60%-266.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $2,716 | $3,216-15.6% | $4,644-41.5% | $2,471+9.9% |
| Participant deferral / active EE | $6,949 | $5,680+22.3% | $6,842+1.6% | $3,740+85.8% |
| Admin fee / account holder | $4,722 | $6,053-22.0% | $9,309-49.3% | $5,306-11.0% |