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 | $162,122 | $87,841+84.6% | $133,980+21.0% | $62,891+157.8% |
| Participation rate | 97.0% | 83.4%+13.6pp | 87.1%+9.9pp | 69.3%+27.7pp |
| Annual return | 4.31% | 12.05%-7.7pp | 29.30%-25.0pp | 20.14%-15.8pp |
| Employer contribution / active EE | $12,256 | $3,483+251.9% | $5,211+135.2% | $2,281+437.3% |
| Participant deferral / active EE | $3,745 | $4,812-22.2% | $6,282-40.4% | $3,203+16.9% |
| Admin fee / account holder | $1,723 | $5,371-67.9% | $9,324-81.5% | $4,296-59.9% |