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 | $158,143 | $67,606+133.9% | $82,313+92.1% | $70,131+125.5% |
| Participation rate | 94.8% | 72.8%+22.1pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 11.33% | 21.57%-10.2pp | 25.88%-14.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $2,607 | $1,755+48.6% | $2,428+7.4% | $2,342+11.3% |
| Participant deferral / active EE | $5,331 | $2,987+78.5% | $3,706+43.8% | $3,332+60.0% |
| Admin fee / account holder | $27,816 | $4,512+516.5% | $5,608+396.0% | $4,645+498.8% |