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 | $144,405 | $93,571+54.3% | $135,903+6.3% | $75,163+92.1% |
| Participation rate | 88.6% | 75.2%+13.4pp | 81.9%+6.7pp | 67.2%+21.4pp |
| Annual return | 12.72% | 30.90%-18.2pp | 68.23%-55.5pp | 160.62%-147.9pp |
| Employer contribution / active EE | $3,513 | $3,537-0.7% | $4,856-27.7% | $2,670+31.6% |
| Participant deferral / active EE | $6,047 | $6,404-5.6% | $7,758-22.1% | $4,125+46.6% |
| Admin fee / account holder | $24,651 | $6,975+253.4% | $10,762+129.1% | $5,651+336.2% |