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 | $150,860 | $91,552+64.8% | $133,956+12.6% | $79,858+88.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.98% | 61.85%-52.9pp | 45.09%-36.1pp | 31.71%-22.7pp |
| Employer contribution / active EE | $4,014 | $2,384+68.4% | $3,919+2.4% | $2,471+62.4% |
| Participant deferral / active EE | $7,932 | $3,733+112.4% | $5,048+57.1% | $3,740+112.1% |
| Admin fee / account holder | $2,175 | $6,321-65.6% | $8,927-75.6% | $5,306-59.0% |