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 | $166,229 | $73,933+124.8% | $96,683+71.9% | $75,163+121.2% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 13.14% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,295 | $2,928-21.6% | $3,737-38.6% | $2,670-14.1% |
| Participant deferral / active EE | $9,251 | $3,659+152.9% | $4,878+89.6% | $4,125+124.3% |
| Admin fee / account holder | $17,980 | $5,216+244.7% | $6,730+167.2% | $5,651+218.2% |