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 | $182,984 | $93,571+95.6% | $135,903+34.6% | $75,163+143.4% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 14.74% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,534 | $3,537-56.6% | $4,856-68.4% | $2,670-42.6% |
| Participant deferral / active EE | $8,072 | $6,404+26.0% | $7,758+4.0% | $4,125+95.7% |
| Admin fee / account holder | $2,797 | $6,975-59.9% | $10,762-74.0% | $5,651-50.5% |