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 | $158,412 | $58,208+172.2% | $81,812+93.6% | $80,856+95.9% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.3%+20.0pp | 67.6%+24.7pp |
| Annual return | 9.73% | 41.66%-31.9pp | 773.79%-764.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,677 | $2,340+14.4% | $2,912-8.1% | $2,755-2.8% |
| Participant deferral / active EE | $3,010 | $3,281-8.2% | $4,319-30.3% | $4,296-29.9% |
| Admin fee / account holder | $1,432 | $4,981-71.3% | $7,386-80.6% | $6,918-79.3% |