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 | $183,642 | $109,881+67.1% | $150,045+22.4% | $84,808+116.5% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 13.74% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,630 | $3,561+1.9% | $4,693-22.6% | $2,631+38.0% |
| Participant deferral / active EE | $8,336 | $6,636+25.6% | $7,997+4.2% | $4,212+97.9% |
| Admin fee / account holder | $30,802 | $8,568+259.5% | $13,435+129.3% | $7,344+319.4% |