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 | $161,810 | $105,181+53.8% | $159,436+1.5% | $85,850+88.5% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.8%+14.3pp | 69.3%+27.8pp |
| Annual return | 12.44% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $942 | $3,318-71.6% | $4,829-80.5% | $2,565-63.3% |
| Participant deferral / active EE | $7,128 | $5,945+19.9% | $7,352-3.0% | $3,952+80.4% |
| Admin fee / account holder | $12,373 | $6,933+78.5% | $10,799+14.6% | $6,260+97.7% |