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 | $177,319 | $78,422+126.1% | $95,952+84.8% | $79,858+122.0% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 3.17% | 19.37%-16.2pp | 91.61%-88.4pp | 31.71%-28.5pp |
| Employer contribution / active EE | $1,075 | $1,945-44.7% | $2,541-57.7% | $2,471-56.5% |
| Participant deferral / active EE | $4,925 | $3,440+43.2% | $4,167+18.2% | $3,740+31.7% |
| Admin fee / account holder | $5,802 | $5,622+3.2% | $6,795-14.6% | $5,306+9.4% |