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 | $162,929 | $109,413+48.9% | $156,263+4.3% | $84,808+92.1% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 9.65% | 20.18%-10.5pp | 59.47%-49.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $5,724 | $2,907+96.9% | $4,333+32.1% | $2,631+117.5% |
| Participant deferral / active EE | $4,178 | $4,590-9.0% | $6,158-32.2% | $4,212-0.8% |
| Admin fee / account holder | $4,163 | $9,357-55.5% | $14,255-70.8% | $7,344-43.3% |