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 | $102,221 | $79,944+27.9% | $98,439+3.8% | $75,163+36.0% |
| Participation rate | 89.6% | 70.4%+19.2pp | 75.2%+14.4pp | 67.2%+22.4pp |
| Annual return | 10.34% | 19.75%-9.4pp | 21.16%-10.8pp | 160.62%-150.3pp |
| Employer contribution / active EE | $747 | $2,264-67.0% | $3,048-75.5% | $2,670-72.0% |
| Participant deferral / active EE | $5,270 | $3,752+40.5% | $4,738+11.2% | $4,125+27.8% |
| Admin fee / account holder | $17,214 | $6,840+151.7% | $8,948+92.4% | $5,651+204.6% |