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 | $166,985 | $87,013+91.9% | $106,213+57.2% | $80,856+106.5% |
| Participation rate | 96.8% | 70.4%+26.4pp | 75.3%+21.5pp | 67.6%+29.2pp |
| Annual return | 10.01% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,860 | $2,395+19.4% | $3,171-9.8% | $2,755+3.8% |
| Participant deferral / active EE | $9,101 | $3,986+128.3% | $5,016+81.4% | $4,296+111.9% |
| Admin fee / account holder | $13,286 | $8,431+57.6% | $11,033+20.4% | $6,918+92.0% |