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 | $150,202 | $98,750+52.1% | $149,696+0.3% | $79,858+88.1% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 6.87% | 27.43%-20.6pp | 276.60%-269.7pp | 31.71%-24.8pp |
| Employer contribution / active EE | $5,509 | $3,216+71.3% | $4,644+18.6% | $2,471+123.0% |
| Participant deferral / active EE | $4,762 | $5,680-16.2% | $6,842-30.4% | $3,740+27.3% |
| Admin fee / account holder | $9,162 | $6,053+51.4% | $9,309-1.6% | $5,306+72.7% |