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 | $184,515 | $127,065+45.2% | $113,168+63.0% | $142,382+29.6% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 6.23% | 24.03%-17.8pp | 24.27%-18.0pp | 217.08%-210.9pp |
| Employer contribution / active EE | $1,995 | $3,442-42.1% | $2,975-33.0% | $4,299-53.6% |
| Participant deferral / active EE | $8,691 | $5,716+52.0% | $5,107+70.2% | $6,507+33.6% |
| Admin fee / account holder | $96,573 | $15,736+513.7% | $12,068+700.3% | $12,624+665.0% |