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 | $168,649 | $118,427+42.4% | $66,042+155.4% | $142,382+18.4% |
| Participation rate | 95.8% | 68.1%+27.7pp | 67.5%+28.3pp | 80.1%+15.7pp |
| Annual return | 6.13% | 35.57%-29.4pp | 52.11%-46.0pp | 217.08%-210.9pp |
| Employer contribution / active EE | $14,211 | $2,570+453.0% | $1,579+799.8% | $4,299+230.5% |
| Participant deferral / active EE | $5,245 | $4,311+21.7% | $2,835+85.0% | $6,507-19.4% |
| Admin fee / account holder | $25,161 | $9,593+162.3% | $5,747+337.8% | $12,624+99.3% |