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 | $173,438 | $95,803+81.0% | $113,168+53.3% | $84,808+104.5% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 68.3%+20.2pp |
| Annual return | 11.08% | 25.00%-13.9pp | 24.27%-13.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,895 | $2,360-19.7% | $2,975-36.3% | $2,631-28.0% |
| Participant deferral / active EE | $7,784 | $4,242+83.5% | $5,107+52.4% | $4,212+84.8% |
| Admin fee / account holder | $2,608 | $8,989-71.0% | $12,068-78.4% | $7,344-64.5% |