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 | $175,318 | $98,750+77.5% | $149,696+17.1% | $79,858+119.5% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 11.93% | 27.43%-15.5pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,558 | $3,216-20.5% | $4,644-44.9% | $2,471+3.5% |
| Participant deferral / active EE | $7,641 | $5,680+34.5% | $6,842+11.7% | $3,740+104.3% |
| Admin fee / account holder | $19,125 | $6,053+216.0% | $9,309+105.5% | $5,306+260.4% |