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 | $150,094 | $50,972+194.5% | $88,538+69.5% | $72,985+105.7% |
| Participation rate | 90.2% | 63.4%+26.8pp | 68.7%+21.5pp | 69.5%+20.8pp |
| Annual return | 2.12% | 29.62%-27.5pp | 43.64%-41.5pp | 81.00%-78.9pp |
| Employer contribution / active EE | $2,114 | $1,475+43.4% | $2,098+0.8% | $2,440-13.3% |
| Participant deferral / active EE | $6,255 | $2,230+180.5% | $2,914+114.6% | $3,607+73.4% |
| Admin fee / account holder | $1,772 | $3,230-45.1% | $4,310-58.9% | $5,124-65.4% |