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 | $187,890 | $109,413+71.7% | $156,263+20.2% | $84,808+121.5% |
| Participation rate | 88.1% | 72.7%+15.4pp | 78.9%+9.2pp | 68.3%+19.8pp |
| Annual return | 6.25% | 20.18%-13.9pp | 59.47%-53.2pp | 40.90%-34.6pp |
| Employer contribution / active EE | $4,321 | $2,907+48.7% | $4,333-0.3% | $2,631+64.2% |
| Participant deferral / active EE | $4,212 | $4,590-8.2% | $6,158-31.6% | $4,2120% |
| Admin fee / account holder | $15,297 | $9,357+63.5% | $14,255+7.3% | $7,344+108.3% |