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 | $146,652 | $86,286+70.0% | $111,297+31.8% | $85,850+70.8% |
| Participation rate | 96.6% | 73.3%+23.2pp | 77.3%+19.2pp | 69.3%+27.2pp |
| Annual return | 9.77% | 19.99%-10.2pp | 54.65%-44.9pp | 318.53%-308.8pp |
| Employer contribution / active EE | $9,690 | $2,043+374.3% | $2,731+254.8% | $2,565+277.8% |
| Participant deferral / active EE | $2,905 | $3,641-20.2% | $4,487-35.3% | $3,952-26.5% |
| Admin fee / account holder | $4,220 | $8,188-48.5% | $7,964-47.0% | $6,260-32.6% |