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 | $153,884 | $91,552+68.1% | $133,956+14.9% | $79,858+92.7% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 9.97% | 61.85%-51.9pp | 45.09%-35.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $7,836 | $2,384+228.7% | $3,919+100.0% | $2,471+217.1% |
| Participant deferral / active EE | $8,048 | $3,733+115.6% | $5,048+59.4% | $3,740+115.2% |
| Admin fee / account holder | $5,530 | $6,321-12.5% | $8,927-38.1% | $5,306+4.2% |