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 | $161,925 | $93,571+73.1% | $135,903+19.1% | $75,163+115.4% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 11.44% | 30.90%-19.5pp | 68.23%-56.8pp | 160.62%-149.2pp |
| Employer contribution / active EE | $7,483 | $3,537+111.6% | $4,856+54.1% | $2,670+180.3% |
| Participant deferral / active EE | $5,980 | $6,404-6.6% | $7,758-22.9% | $4,125+45.0% |
| Admin fee / account holder | $1,744 | $6,975-75.0% | $10,762-83.8% | $5,651-69.1% |