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 | $180,705 | $109,413+65.2% | $156,263+15.6% | $84,808+113.1% |
| Participation rate | 91.4% | 72.7%+18.7pp | 78.9%+12.5pp | 68.3%+23.1pp |
| Annual return | 10.15% | 20.18%-10.0pp | 59.47%-49.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $7,143 | $2,907+145.7% | $4,333+64.8% | $2,631+171.5% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,611 | $9,357-61.4% | $14,255-74.7% | $7,344-50.8% |