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 | $161,575 | $109,413+47.7% | $156,263+3.4% | $84,808+90.5% |
| Participation rate | 89.1% | 72.7%+16.4pp | 78.9%+10.2pp | 68.3%+20.8pp |
| Annual return | 11.52% | 20.18%-8.7pp | 59.47%-47.9pp | 40.90%-29.4pp |
| Employer contribution / active EE | $5,510 | $2,907+89.5% | $4,333+27.2% | $2,631+109.4% |
| Participant deferral / active EE | $8,985 | $4,590+95.8% | $6,158+45.9% | $4,212+113.3% |
| Admin fee / account holder | $88,702 | $9,357+848.0% | $14,255+522.3% | $7,344+1107.8% |