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 | $169,199 | $95,416+77.3% | $185,823-8.9% | $85,850+97.1% |
| Participation rate | 96.9% | 68.8%+28.1pp | 81.7%+15.2pp | 69.3%+27.6pp |
| Annual return | 9.82% | 23.59%-13.8pp | 122.05%-112.2pp | 318.53%-308.7pp |
| Employer contribution / active EE | $5,403 | $3,314+63.0% | $5,167+4.6% | $2,565+110.6% |
| Participant deferral / active EE | $4,266 | $3,423+24.6% | $5,568-23.4% | $3,952+8.0% |
| Admin fee / account holder | $7,624 | $7,213+5.7% | $16,237-53.0% | $6,260+21.8% |