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 | $185,502 | $107,452+72.6% | $91,541+102.6% | $142,382+30.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.38% | 22.06%-15.7pp | 20.50%-14.1pp | 217.08%-210.7pp |
| Employer contribution / active EE | $4,924 | $2,994+64.5% | $2,505+96.6% | $4,299+14.5% |
| Participant deferral / active EE | $4,677 | $4,754-1.6% | $4,008+16.7% | $6,507-28.1% |
| Admin fee / account holder | $1,048 | $8,834-88.1% | $6,956-84.9% | $12,624-91.7% |