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 | $179,680 | $98,750+82.0% | $149,696+20.0% | $79,858+125.0% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.6pp |
| Annual return | 11.68% | 27.43%-15.7pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $6,187 | $3,216+92.3% | $4,644+33.2% | $2,471+150.4% |
| Participant deferral / active EE | $4,859 | $5,680-14.5% | $6,842-29.0% | $3,740+29.9% |
| Admin fee / account holder | $17,273 | $6,053+185.4% | $9,309+85.6% | $5,306+225.5% |