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 | $172,387 | $98,750+74.6% | $149,696+15.2% | $79,858+115.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 9.33% | 27.43%-18.1pp | 276.60%-267.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $2,789 | $3,216-13.3% | $4,644-40.0% | $2,471+12.9% |
| Participant deferral / active EE | $6,245 | $5,680+9.9% | $6,842-8.7% | $3,740+67.0% |
| Admin fee / account holder | $11,301 | $6,053+86.7% | $9,309+21.4% | $5,306+113.0% |