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 | $176,458 | $89,753+96.6% | $107,525+64.1% | $84,808+108.1% |
| Participation rate | 97.8% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.5pp |
| Annual return | 9.84% | 29.48%-19.6pp | 181.32%-171.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $4,403 | $3,113+41.4% | $3,754+17.3% | $2,631+67.4% |
| Participant deferral / active EE | $3,900 | $4,056-3.8% | $5,116-23.8% | $4,212-7.4% |
| Admin fee / account holder | $5,483 | $7,222-24.1% | $8,919-38.5% | $7,344-25.3% |