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 | $177,951 | $91,552+94.4% | $133,956+32.8% | $79,858+122.8% |
| Participation rate | 89.8% | 73.3%+16.5pp | 79.8%+10.0pp | 69.6%+20.2pp |
| Annual return | 8.56% | 61.85%-53.3pp | 45.09%-36.5pp | 31.71%-23.2pp |
| Employer contribution / active EE | $749 | $2,384-68.6% | $3,919-80.9% | $2,471-69.7% |
| Participant deferral / active EE | $8,505 | $3,733+127.8% | $5,048+68.5% | $3,740+127.4% |
| Admin fee / account holder | $5,579 | $6,321-11.7% | $8,927-37.5% | $5,306+5.1% |