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 | $139,164 | $89,753+55.1% | $107,525+29.4% | $84,808+64.1% |
| Participation rate | 97.1% | 68.1%+29.1pp | 75.1%+22.1pp | 68.3%+28.8pp |
| Annual return | 12.25% | 29.48%-17.2pp | 181.32%-169.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $7,557 | $3,113+142.7% | $3,754+101.3% | $2,631+187.2% |
| Participant deferral / active EE | $6,412 | $4,056+58.1% | $5,116+25.3% | $4,212+52.2% |
| Admin fee / account holder | $9,329 | $7,222+29.2% | $8,919+4.6% | $7,344+27.0% |