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 | $178,371 | $91,552+94.8% | $133,956+33.2% | $79,858+123.4% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.6%+28.3pp |
| Annual return | 3.70% | 61.85%-58.1pp | 45.09%-41.4pp | 31.71%-28.0pp |
| Employer contribution / active EE | $10,255 | $2,384+330.2% | $3,919+161.7% | $2,471+315.0% |
| Participant deferral / active EE | $7,533 | $3,733+101.8% | $5,048+49.2% | $3,740+101.4% |
| Admin fee / account holder | $2,741 | $6,321-56.6% | $8,927-69.3% | $5,306-48.3% |