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 | $172,076 | $77,899+120.9% | $149,673+15.0% | $75,163+128.9% |
| Participation rate | 85.4% | 65.6%+19.8pp | 78.8%+6.6pp | 67.2%+18.2pp |
| Annual return | 11.59% | 31.72%-20.1pp | 134.42%-122.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $4,403 | $3,137+40.3% | $4,818-8.6% | $2,670+64.9% |
| Participant deferral / active EE | $8,117 | $3,411+138.0% | $5,680+42.9% | $4,125+96.8% |
| Admin fee / account holder | $4,144 | $5,956-30.4% | $13,210-68.6% | $5,651-26.7% |