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 | $155,122 | $80,968+91.6% | $96,544+60.7% | $75,163+106.4% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.5pp | 67.2%+22.3pp |
| Annual return | 11.57% | 27.06%-15.5pp | 25.84%-14.3pp | 160.62%-149.0pp |
| Employer contribution / active EE | $2,383 | $2,282+4.4% | $2,965-19.6% | $2,670-10.7% |
| Participant deferral / active EE | $6,527 | $3,928+66.2% | $4,851+34.6% | $4,125+58.2% |
| Admin fee / account holder | $5,206 | $6,724-22.6% | $8,252-36.9% | $5,651-7.9% |