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 | $171,412 | $95,803+78.9% | $113,168+51.5% | $84,808+102.1% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 8.89% | 25.00%-16.1pp | 24.27%-15.4pp | 40.90%-32.0pp |
| Employer contribution / active EE | $3,418 | $2,360+44.8% | $2,975+14.9% | $2,631+29.9% |
| Participant deferral / active EE | $4,963 | $4,242+17.0% | $5,107-2.8% | $4,212+17.8% |
| Admin fee / account holder | $2,665 | $8,989-70.4% | $12,068-77.9% | $7,344-63.7% |