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 | $149,171 | $93,571+59.4% | $135,903+9.8% | $75,163+98.5% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 13.75% | 30.90%-17.2pp | 68.23%-54.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $2,912 | $3,537-17.7% | $4,856-40.0% | $2,670+9.1% |
| Participant deferral / active EE | $9,197 | $6,404+43.6% | $7,758+18.6% | $4,125+123.0% |
| Admin fee / account holder | $17,732 | $6,975+154.2% | $10,762+64.8% | $5,651+213.8% |