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 | $173,084 | $84,233+105.5% | $170,442+1.6% | $70,131+146.8% |
| Participation rate | 89.7% | 70.8%+18.8pp | 83.6%+6.1pp | 69.5%+20.1pp |
| Annual return | 9.25% | 23.06%-13.8pp | 205.93%-196.7pp | 73.14%-63.9pp |
| Employer contribution / active EE | $7,291 | $3,387+115.3% | $5,433+34.2% | $2,342+211.2% |
| Participant deferral / active EE | $3,833 | $3,086+24.2% | $4,939-22.4% | $3,332+15.1% |
| Admin fee / account holder | $371 | $5,698-93.5% | $13,880-97.3% | $4,645-92.0% |