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 | $157,809 | $63,861+147.1% | $104,607+50.9% | $79,858+97.6% |
| Participation rate | 76.5% | 64.9%+11.5pp | 74.1%+2.4pp | 69.6%+6.8pp |
| Annual return | 9.25% | 21.30%-12.1pp | 340.46%-331.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,097 | $1,588+32.0% | $2,681-21.8% | $2,471-15.1% |
| Participant deferral / active EE | $4,620 | $2,693+71.5% | $3,740+23.5% | $3,740+23.5% |
| Admin fee / account holder | $7,313 | $4,185+74.7% | $6,473+13.0% | $5,306+37.8% |