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 | $150,899 | $98,750+52.8% | $149,696+0.8% | $79,858+89.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 10.69% | 27.43%-16.7pp | 276.60%-265.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,345 | $3,216-58.2% | $4,644-71.0% | $2,471-45.6% |
| Participant deferral / active EE | $8,527 | $5,680+50.1% | $6,842+24.6% | $3,740+128.0% |
| Admin fee / account holder | $14,028 | $6,053+131.8% | $9,309+50.7% | $5,306+164.4% |