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 | $174,119 | $73,933+135.5% | $96,683+80.1% | $75,163+131.7% |
| Participation rate | 81.4% | 66.4%+15.0pp | 74.3%+7.1pp | 67.2%+14.2pp |
| Annual return | 10.27% | 26.70%-16.4pp | 35.69%-25.4pp | 160.62%-150.3pp |
| Employer contribution / active EE | $817 | $2,928-72.1% | $3,737-78.1% | $2,670-69.4% |
| Participant deferral / active EE | $8,601 | $3,659+135.1% | $4,878+76.3% | $4,125+108.5% |
| Admin fee / account holder | $28,996 | $5,216+455.9% | $6,730+330.9% | $5,651+413.1% |