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 | $156,907 | $76,552+105.0% | $123,892+26.6% | $62,891+149.5% |
| Participation rate | 82.7% | 73.0%+9.7pp | 81.4%+1.3pp | 69.3%+13.4pp |
| Annual return | 4.79% | 18.68%-13.9pp | 47.52%-42.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,689 | $2,883-6.7% | $4,617-41.8% | $2,281+17.9% |
| Participant deferral / active EE | $8,173 | $4,840+68.9% | $5,984+36.6% | $3,203+155.2% |
| Admin fee / account holder | $22,918 | $4,826+374.9% | $8,357+174.2% | $4,296+433.5% |