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 | $165,867 | $86,929+90.8% | $102,423+61.9% | $80,856+105.1% |
| Participation rate | 96.4% | 72.4%+24.1pp | 76.5%+19.9pp | 67.6%+28.8pp |
| Annual return | 9.95% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,611 | $2,369+10.2% | $3,023-13.6% | $2,755-5.2% |
| Participant deferral / active EE | $5,620 | $4,118+36.5% | $5,053+11.2% | $4,296+30.8% |
| Admin fee / account holder | $4,468 | $8,049-44.5% | $9,451-52.7% | $6,918-35.4% |