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 | $150,157 | $80,717+86.0% | $154,803-3.0% | $84,808+77.1% |
| Participation rate | 82.9% | 66.8%+16.0pp | 78.1%+4.8pp | 68.3%+14.5pp |
| Annual return | 10.51% | 37.96%-27.4pp | 58.88%-48.4pp | 40.90%-30.4pp |
| Employer contribution / active EE | $8,411 | $2,761+204.6% | $4,305+95.4% | $2,631+219.7% |
| Participant deferral / active EE | $6,369 | $3,303+92.8% | $5,540+15.0% | $4,212+51.2% |
| Admin fee / account holder | $47,161 | $6,746+599.1% | $14,329+229.1% | $7,344+542.2% |