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 | $158,825 | $51,175+210.4% | $70,515+125.2% | $75,163+111.3% |
| Participation rate | 87.7% | 60.9%+26.8pp | 68.3%+19.3pp | 67.2%+20.5pp |
| Annual return | 11.72% | 30.02%-18.3pp | 32.77%-21.0pp | 160.62%-148.9pp |
| Employer contribution / active EE | $3,142 | $1,826+72.1% | $2,973+5.7% | $2,670+17.7% |
| Participant deferral / active EE | $5,996 | $2,849+110.4% | $4,567+31.3% | $4,125+45.3% |
| Admin fee / account holder | $27,870 | $4,091+581.3% | $6,412+334.7% | $5,651+393.2% |