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 | $181,029 | $86,286+109.8% | $111,297+62.7% | $85,850+110.9% |
| Participation rate | 98.0% | 73.3%+24.6pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 10.02% | 19.99%-10.0pp | 54.65%-44.6pp | 318.53%-308.5pp |
| Employer contribution / active EE | $3,257 | $2,043+59.4% | $2,731+19.2% | $2,565+27.0% |
| Participant deferral / active EE | $6,246 | $3,641+71.6% | $4,487+39.2% | $3,952+58.1% |
| Admin fee / account holder | $2,838 | $8,188-65.3% | $7,964-64.4% | $6,260-54.7% |