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 | $180,101 | $73,933+143.6% | $96,683+86.3% | $75,163+139.6% |
| Participation rate | 91.7% | 66.4%+25.2pp | 74.3%+17.3pp | 67.2%+24.5pp |
| Annual return | 11.25% | 26.70%-15.4pp | 35.69%-24.4pp | 160.62%-149.4pp |
| Employer contribution / active EE | $7,537 | $2,928+157.4% | $3,737+101.7% | $2,670+182.3% |
| Participant deferral / active EE | $5,163 | $3,659+41.1% | $4,878+5.8% | $4,125+25.2% |
| Admin fee / account holder | $4,854 | $5,216-6.9% | $6,730-27.9% | $5,651-14.1% |