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 | $167,067 | $87,013+92.0% | $106,213+57.3% | $80,856+106.6% |
| Participation rate | 91.3% | 70.4%+20.9pp | 75.3%+16.0pp | 67.6%+23.7pp |
| Annual return | 9.60% | 17.05%-7.5pp | 116.14%-106.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,008 | $2,395+25.6% | $3,171-5.1% | $2,755+9.2% |
| Participant deferral / active EE | $4,347 | $3,986+9.1% | $5,016-13.3% | $4,296+1.2% |
| Admin fee / account holder | $8,213 | $8,431-2.6% | $11,033-25.6% | $6,918+18.7% |