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 | $171,556 | $93,571+83.3% | $135,903+26.2% | $75,163+128.2% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 14.19% | 30.90%-16.7pp | 68.23%-54.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $7,714 | $3,537+118.1% | $4,856+58.9% | $2,670+188.9% |
| Participant deferral / active EE | $6,382 | $6,404-0.3% | $7,758-17.7% | $4,125+54.7% |
| Admin fee / account holder | $22,334 | $6,975+220.2% | $10,762+107.5% | $5,651+295.2% |