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 | $149,535 | $93,571+59.8% | $135,903+10.0% | $75,163+98.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.62% | 30.90%-19.3pp | 68.23%-56.6pp | 160.62%-149.0pp |
| Employer contribution / active EE | $5,575 | $3,537+57.6% | $4,856+14.8% | $2,670+108.8% |
| Participant deferral / active EE | $6,169 | $6,404-3.7% | $7,758-20.5% | $4,125+49.5% |
| Admin fee / account holder | $12,585 | $6,975+80.4% | $10,762+16.9% | $5,651+122.7% |