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 | $163,128 | $125,758+29.7% | $169,993-4.0% | $75,163+117.0% |
| Participation rate | 96.5% | 83.6%+12.9pp | 87.0%+9.5pp | 67.2%+29.3pp |
| Annual return | 12.50% | 27.20%-14.7pp | 53.37%-40.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $7,031 | $4,615+52.4% | $6,785+3.6% | $2,670+163.4% |
| Participant deferral / active EE | $5,123 | $6,837-25.1% | $10,408-50.8% | $4,125+24.2% |
| Admin fee / account holder | $27,420 | $8,173+235.5% | $12,815+114.0% | $5,651+385.2% |