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 | $167,906 | $106,515+57.6% | $96,683+73.7% | $139,434+20.4% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 8.99% | 38.43%-29.4pp | 35.69%-26.7pp | 372.94%-363.9pp |
| Employer contribution / active EE | $12,264 | $4,103+198.9% | $3,737+228.2% | $4,751+158.1% |
| Participant deferral / active EE | $7,299 | $5,454+33.8% | $4,878+49.6% | $6,710+8.8% |
| Admin fee / account holder | $2,669 | $7,877-66.1% | $6,730-60.3% | $11,403-76.6% |