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 | $164,414 | $89,355+84.0% | $141,162+16.5% | $72,985+125.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.60% | 111.85%-94.2pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $8,975 | $3,114+188.2% | $4,735+89.5% | $2,440+267.8% |
| Participant deferral / active EE | $10,464 | $5,418+93.1% | $6,709+56.0% | $3,607+190.1% |
| Admin fee / account holder | $7,214 | $5,958+21.1% | $10,261-29.7% | $5,124+40.8% |