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 | $161,520 | $72,492+122.8% | $87,100+85.4% | $72,985+121.3% |
| Participation rate | 89.7% | 72.8%+16.8pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 11.56% | 24.46%-12.9pp | 28.19%-16.6pp | 81.00%-69.4pp |
| Employer contribution / active EE | $2,150 | $1,894+13.5% | $2,521-14.7% | $2,440-11.9% |
| Participant deferral / active EE | $4,472 | $3,270+36.8% | $4,049+10.5% | $3,607+24.0% |
| Admin fee / account holder | $2,762 | $5,055-45.4% | $7,497-63.2% | $5,124-46.1% |