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 | $144,714 | $86,286+67.7% | $111,297+30.0% | $85,850+68.6% |
| Participation rate | 98.3% | 73.3%+24.9pp | 77.3%+21.0pp | 69.3%+29.0pp |
| Annual return | 6.94% | 19.99%-13.0pp | 54.65%-47.7pp | 318.53%-311.6pp |
| Employer contribution / active EE | $11,209 | $2,043+448.6% | $2,731+310.4% | $2,565+337.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,862 | $8,188-4.0% | $7,964-1.3% | $6,260+25.6% |