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 | $171,933 | $89,753+91.6% | $107,525+59.9% | $84,808+102.7% |
| Participation rate | 85.0% | 68.1%+16.9pp | 75.1%+9.9pp | 68.3%+16.7pp |
| Annual return | 11.70% | 29.48%-17.8pp | 181.32%-169.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $6,410 | $3,113+105.9% | $3,754+70.8% | $2,631+143.6% |
| Participant deferral / active EE | $6,471 | $4,056+59.5% | $5,116+26.5% | $4,212+53.6% |
| Admin fee / account holder | $23,594 | $7,222+226.7% | $8,919+164.5% | $7,344+221.3% |