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 | $170,280 | $93,571+82.0% | $135,903+25.3% | $75,163+126.5% |
| Participation rate | 94.3% | 75.2%+19.2pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 14.39% | 30.90%-16.5pp | 68.23%-53.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $9,303 | $3,537+163.1% | $4,856+91.6% | $2,670+248.5% |
| Participant deferral / active EE | $7,568 | $6,404+18.2% | $7,758-2.5% | $4,125+83.5% |
| Admin fee / account holder | $3,805 | $6,975-45.5% | $10,762-64.6% | $5,651-32.7% |