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 | $184,654 | $86,286+114.0% | $111,297+65.9% | $85,850+115.1% |
| Participation rate | 96.9% | 73.3%+23.5pp | 77.3%+19.6pp | 69.3%+27.6pp |
| Annual return | 8.32% | 19.99%-11.7pp | 54.65%-46.3pp | 318.53%-310.2pp |
| Employer contribution / active EE | $2,646 | $2,043+29.5% | $2,731-3.1% | $2,565+3.2% |
| Participant deferral / active EE | $7,314 | $3,641+100.9% | $4,487+63.0% | $3,952+85.1% |
| Admin fee / account holder | $14,235 | $8,188+73.9% | $7,964+78.7% | $6,260+127.4% |