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 | $160,780 | $81,460+97.4% | $103,333+55.6% | $80,856+98.8% |
| Participation rate | 93.2% | 66.8%+26.3pp | 74.5%+18.7pp | 67.6%+25.5pp |
| Annual return | 6.72% | 25.55%-18.8pp | 24.88%-18.2pp | 35.59%-28.9pp |
| Employer contribution / active EE | $8,643 | $3,105+178.3% | $3,868+123.5% | $2,755+213.7% |
| Participant deferral / active EE | $7,045 | $3,869+82.1% | $5,057+39.3% | $4,296+64.0% |
| Admin fee / account holder | $8,622 | $6,566+31.3% | $8,355+3.2% | $6,918+24.6% |