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 | $171,401 | $86,286+98.6% | $111,297+54.0% | $85,850+99.7% |
| Participation rate | 94.3% | 73.3%+21.0pp | 77.3%+17.0pp | 69.3%+25.0pp |
| Annual return | 10.82% | 19.99%-9.2pp | 54.65%-43.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $4,350 | $2,043+112.9% | $2,731+59.3% | $2,565+69.6% |
| Participant deferral / active EE | $7,912 | $3,641+117.3% | $4,487+76.3% | $3,952+100.2% |
| Admin fee / account holder | $7,539 | $8,188-7.9% | $7,964-5.3% | $6,260+20.4% |