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 | $193,159 | $109,413+76.5% | $156,263+23.6% | $84,808+127.8% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 11.58% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,633 | $2,907+25.0% | $4,333-16.2% | $2,631+38.1% |
| Participant deferral / active EE | $8,585 | $4,590+87.0% | $6,158+39.4% | $4,212+103.8% |
| Admin fee / account holder | $13,623 | $9,357+45.6% | $14,255-4.4% | $7,344+85.5% |