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 | $144,764 | $111,754+29.5% | $103,333+40.1% | $145,922-0.8% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 4.49% | 24.77%-20.3pp | 24.88%-20.4pp | 561.29%-556.8pp |
| Employer contribution / active EE | $5,922 | $4,212+40.6% | $3,868+53.1% | $4,660+27.1% |
| Participant deferral / active EE | $11,514 | $5,619+104.9% | $5,057+127.7% | $6,688+72.2% |
| Admin fee / account holder | $34,173 | $9,750+250.5% | $8,355+309.0% | $13,397+155.1% |