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 | $178,490 | $121,625+46.8% | $104,607+70.6% | $158,922+12.3% |
| Participation rate | 88.9% | 77.5%+11.4pp | 74.1%+14.8pp | 82.0%+6.9pp |
| Annual return | 2.82% | 465.26%-462.4pp | 340.46%-337.6pp | 302.83%-300.0pp |
| Employer contribution / active EE | $8,370 | $3,163+164.6% | $2,681+212.2% | $4,761+75.8% |
| Participant deferral / active EE | $6,308 | $4,177+51.0% | $3,740+68.7% | $5,982+5.5% |
| Admin fee / account holder | $5,945 | $7,787-23.6% | $6,473-8.2% | $11,246-47.1% |