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 7-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 | $190,459 | $112,729+69.0% | $98,716+92.9% | $137,256+38.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 9.92% | 38.48%-28.6pp | 31.81%-21.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $12,893 | $2,725+373.1% | $2,279+465.8% | $4,156+210.2% |
| Participant deferral / active EE | $6,840 | $4,640+47.4% | $4,048+69.0% | $6,407+6.8% |
| Admin fee / account holder | $846 | $10,129-91.6% | $8,703-90.3% | $12,270-93.1% |