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 | $135,068 | $93,571+44.3% | $135,903-0.6% | $75,163+79.7% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 13.17% | 30.90%-17.7pp | 68.23%-55.1pp | 160.62%-147.4pp |
| Employer contribution / active EE | $4,847 | $3,537+37.0% | $4,856-0.2% | $2,670+81.5% |
| Participant deferral / active EE | $4,393 | $6,404-31.4% | $7,758-43.4% | $4,125+6.5% |
| Admin fee / account holder | $55,195 | $6,975+691.3% | $10,762+412.9% | $5,651+876.7% |