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 | $167,210 | $78,422+113.2% | $95,952+74.3% | $79,858+109.4% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 9.55% | 19.37%-9.8pp | 91.61%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,841 | $1,945-5.3% | $2,541-27.5% | $2,471-25.5% |
| Participant deferral / active EE | $8,198 | $3,440+138.3% | $4,167+96.7% | $3,740+119.2% |
| Admin fee / account holder | $4,444 | $5,622-21.0% | $6,795-34.6% | $5,306-16.2% |