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 | $187,768 | $73,933+154.0% | $96,683+94.2% | $75,163+149.8% |
| Participation rate | 93.5% | 66.4%+27.1pp | 74.3%+19.2pp | 67.2%+26.4pp |
| Annual return | 10.47% | 26.70%-16.2pp | 35.69%-25.2pp | 160.62%-150.2pp |
| Employer contribution / active EE | $3,812 | $2,928+30.2% | $3,737+2.0% | $2,670+42.8% |
| Participant deferral / active EE | $6,812 | $3,659+86.2% | $4,878+39.6% | $4,125+65.1% |
| Admin fee / account holder | $39,748 | $5,216+662.0% | $6,730+490.6% | $5,651+603.4% |