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 | $172,503 | $109,881+57.0% | $150,045+15.0% | $84,808+103.4% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 13.69% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $11,123 | $3,561+212.3% | $4,693+137.0% | $2,631+322.8% |
| Participant deferral / active EE | $8,497 | $6,636+28.0% | $7,997+6.2% | $4,212+101.7% |
| Admin fee / account holder | $19,568 | $8,568+128.4% | $13,435+45.7% | $7,344+166.5% |