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 | $145,368 | $91,552+58.8% | $133,956+8.5% | $79,858+82.0% |
| Participation rate | 87.2% | 73.3%+13.9pp | 79.8%+7.4pp | 69.6%+17.6pp |
| Annual return | 9.71% | 61.85%-52.1pp | 45.09%-35.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $3,354 | $2,384+40.7% | $3,919-14.4% | $2,471+35.8% |
| Participant deferral / active EE | $2,910 | $3,733-22.1% | $5,048-42.3% | $3,740-22.2% |
| Admin fee / account holder | $20,654 | $6,321+226.8% | $8,927+131.4% | $5,306+289.2% |