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 | $175,680 | $80,717+117.6% | $154,803+13.5% | $84,808+107.2% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 8.05% | 37.96%-29.9pp | 58.88%-50.8pp | 40.90%-32.8pp |
| Employer contribution / active EE | $12,855 | $2,761+365.5% | $4,305+198.6% | $2,631+388.6% |
| Participant deferral / active EE | $3,985 | $3,303+20.6% | $5,540-28.1% | $4,212-5.4% |
| Admin fee / account holder | $3,306 | $6,746-51.0% | $14,329-76.9% | $7,344-55.0% |