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 | $165,621 | $111,754+48.2% | $103,333+60.3% | $145,922+13.5% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 8.85% | 24.77%-15.9pp | 24.88%-16.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $8,508 | $4,212+102.0% | $3,868+120.0% | $4,660+82.6% |
| Participant deferral / active EE | $2,082 | $5,619-63.0% | $5,057-58.8% | $6,688-68.9% |
| Admin fee / account holder | $2,379 | $9,750-75.6% | $8,355-71.5% | $13,397-82.2% |