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 | $180,144 | $78,672+129.0% | $109,143+65.1% | $85,850+109.8% |
| Participation rate | 88.1% | 68.3%+19.8pp | 75.9%+12.2pp | 69.3%+18.7pp |
| Annual return | 10.84% | 25.09%-14.2pp | 25.75%-14.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $4,136 | $2,735+51.2% | $3,722+11.1% | $2,565+61.2% |
| Participant deferral / active EE | $6,801 | $3,467+96.2% | $4,653+46.2% | $3,952+72.1% |
| Admin fee / account holder | $7,565 | $5,469+38.3% | $6,752+12.0% | $6,260+20.8% |