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 | $173,180 | $109,881+57.6% | $150,045+15.4% | $84,808+104.2% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 13.02% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,842 | $3,561+7.9% | $4,693-18.1% | $2,631+46.0% |
| Participant deferral / active EE | $9,276 | $6,636+39.8% | $7,997+16.0% | $4,212+120.2% |
| Admin fee / account holder | $29,031 | $8,568+238.8% | $13,435+116.1% | $7,344+295.3% |