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 | $227,063 | $93,571+142.7% | $135,903+67.1% | $75,163+202.1% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 14.92% | 30.90%-16.0pp | 68.23%-53.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $6,457 | $3,537+82.6% | $4,856+33.0% | $2,670+141.9% |
| Participant deferral / active EE | $7,382 | $6,404+15.3% | $7,758-4.8% | $4,125+79.0% |
| Admin fee / account holder | $4,307 | $6,975-38.3% | $10,762-60.0% | $5,651-23.8% |