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 | $163,203 | $72,277+125.8% | $101,248+61.2% | $79,858+104.4% |
| Participation rate | 96.7% | 68.5%+28.2pp | 75.8%+20.9pp | 69.6%+27.0pp |
| Annual return | -10.50% | 22.30%-32.8pp | 46.47%-57.0pp | 31.71%-42.2pp |
| Employer contribution / active EE | $2,810 | $2,692+4.4% | $3,660-23.2% | $2,471+13.7% |
| Participant deferral / active EE | $9,262 | $3,282+182.2% | $4,370+111.9% | $3,740+147.6% |
| Admin fee / account holder | $8,639 | $4,400+96.3% | $5,945+45.3% | $5,306+62.8% |