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 | $167,518 | $88,672+88.9% | $105,223+59.2% | $82,448+103.2% |
| Participation rate | 71.9% | 67.9%+4.0pp | 75.0%-3.1pp | 68.1%+3.9pp |
| Annual return | 10.39% | 30.86%-20.5pp | 180.65%-170.3pp | 41.64%-31.3pp |
| Employer contribution / active EE | $4,410 | $3,048+44.7% | $3,689+19.5% | $2,551+72.9% |
| Participant deferral / active EE | $7,294 | $4,036+80.7% | $5,072+43.8% | $4,139+76.2% |
| Admin fee / account holder | $1,947 | $7,146-72.8% | $8,859-78.0% | $7,234-73.1% |