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 | $149,734 | $86,286+73.5% | $111,297+34.5% | $85,850+74.4% |
| Participation rate | 87.8% | 73.3%+14.5pp | 77.3%+10.5pp | 69.3%+18.5pp |
| Annual return | 9.29% | 19.99%-10.7pp | 54.65%-45.4pp | 318.53%-309.2pp |
| Employer contribution / active EE | $3,445 | $2,043+68.6% | $2,731+26.2% | $2,565+34.3% |
| Participant deferral / active EE | $6,167 | $3,641+69.4% | $4,487+37.4% | $3,952+56.1% |
| Admin fee / account holder | $3,866 | $8,188-52.8% | $7,964-51.5% | $6,260-38.2% |