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 | $172,400 | $93,571+84.2% | $135,903+26.9% | $75,163+129.4% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 15.11% | 30.90%-15.8pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $6,148 | $3,537+73.8% | $4,856+26.6% | $2,670+130.3% |
| Participant deferral / active EE | $4,696 | $6,404-26.7% | $7,758-39.5% | $4,125+13.8% |
| Admin fee / account holder | $21,046 | $6,975+201.7% | $10,762+95.6% | $5,651+272.4% |