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 | $159,408 | $91,552+74.1% | $133,956+19.0% | $79,858+99.6% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.6%+26.8pp |
| Annual return | 7.61% | 61.85%-54.2pp | 45.09%-37.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $3,235 | $2,384+35.7% | $3,919-17.4% | $2,471+30.9% |
| Participant deferral / active EE | $7,325 | $3,733+96.2% | $5,048+45.1% | $3,740+95.8% |
| Admin fee / account holder | $10,726 | $6,321+69.7% | $8,927+20.1% | $5,306+102.1% |