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 | $223,159 | $106,515+109.5% | $96,683+130.8% | $139,434+60.0% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 10.73% | 38.43%-27.7pp | 35.69%-25.0pp | 372.94%-362.2pp |
| Employer contribution / active EE | $6,409 | $4,103+56.2% | $3,737+71.5% | $4,751+34.9% |
| Participant deferral / active EE | $13,409 | $5,454+145.9% | $4,878+174.9% | $6,710+99.8% |
| Admin fee / account holder | $35,495 | $7,877+350.6% | $6,730+427.5% | $11,403+211.3% |