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 | $163,150 | $93,571+74.4% | $135,903+20.0% | $75,163+117.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 7.68% | 30.90%-23.2pp | 68.23%-60.6pp | 160.62%-152.9pp |
| Employer contribution / active EE | $6,108 | $3,537+72.7% | $4,856+25.8% | $2,670+128.8% |
| Participant deferral / active EE | $7,776 | $6,404+21.4% | $7,758+0.2% | $4,125+88.5% |
| Admin fee / account holder | $12,714 | $6,975+82.3% | $10,762+18.1% | $5,651+125.0% |