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 7-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 | $162,630 | $87,733+85.4% | $106,548+52.6% | $85,850+89.4% |
| Participation rate | 90.0% | 71.9%+18.1pp | 76.1%+13.9pp | 69.3%+20.7pp |
| Annual return | 10.77% | 21.86%-11.1pp | 26.80%-16.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $3,548 | $2,073+71.1% | $2,819+25.8% | $2,565+38.3% |
| Participant deferral / active EE | $5,778 | $3,469+66.5% | $4,398+31.4% | $3,952+46.2% |
| Admin fee / account holder | $20,508 | $6,767+203.0% | $7,407+176.9% | $6,260+227.6% |