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 | $229,814 | $93,571+145.6% | $135,903+69.1% | $75,163+205.8% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 13.64% | 30.90%-17.3pp | 68.23%-54.6pp | 160.62%-147.0pp |
| Employer contribution / active EE | $7,181 | $3,537+103.1% | $4,856+47.9% | $2,670+169.0% |
| Participant deferral / active EE | $7,492 | $6,404+17.0% | $7,758-3.4% | $4,125+81.6% |
| Admin fee / account holder | $10,304 | $6,975+47.7% | $10,762-4.3% | $5,651+82.3% |