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 | $175,783 | $69,515+152.9% | $86,874+102.3% | $85,850+104.8% |
| Participation rate | 92.6% | 66.3%+26.3pp | 71.6%+21.0pp | 69.3%+23.3pp |
| Annual return | 10.10% | 20.12%-10.0pp | 63.52%-53.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $2,672 | $1,880+42.1% | $2,495+7.1% | $2,565+4.2% |
| Participant deferral / active EE | $4,705 | $2,919+61.2% | $3,699+27.2% | $3,952+19.1% |
| Admin fee / account holder | $9,580 | $5,972+60.4% | $5,828+64.4% | $6,260+53.0% |