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 | $171,982 | $109,413+57.2% | $156,263+10.1% | $84,808+102.8% |
| Participation rate | 96.3% | 72.7%+23.6pp | 78.9%+17.4pp | 68.3%+28.0pp |
| Annual return | 11.37% | 20.18%-8.8pp | 59.47%-48.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,427 | $2,907+17.9% | $4,333-20.9% | $2,631+30.3% |
| Participant deferral / active EE | $7,684 | $4,590+67.4% | $6,158+24.8% | $4,212+82.5% |
| Admin fee / account holder | $32,952 | $9,357+252.2% | $14,255+131.2% | $7,344+348.7% |