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 | $156,007 | $80,717+93.3% | $154,803+0.8% | $84,808+84.0% |
| Participation rate | 89.6% | 66.8%+22.7pp | 78.1%+11.5pp | 68.3%+21.2pp |
| Annual return | 12.82% | 37.96%-25.1pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $5,197 | $2,761+88.2% | $4,305+20.7% | $2,631+97.5% |
| Participant deferral / active EE | $5,193 | $3,303+57.2% | $5,540-6.3% | $4,212+23.3% |
| Admin fee / account holder | $5,105 | $6,746-24.3% | $14,329-64.4% | $7,344-30.5% |