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 | $162,446 | $87,733+85.2% | $106,548+52.5% | $85,850+89.2% |
| Participation rate | 82.9% | 71.9%+10.9pp | 76.1%+6.7pp | 69.3%+13.5pp |
| Annual return | 8.55% | 21.86%-13.3pp | 26.80%-18.3pp | 318.53%-310.0pp |
| Employer contribution / active EE | $1,109 | $2,073-46.5% | $2,819-60.7% | $2,565-56.8% |
| Participant deferral / active EE | $4,674 | $3,469+34.7% | $4,398+6.3% | $3,952+18.3% |
| Admin fee / account holder | $25,866 | $6,767+282.2% | $7,407+249.2% | $6,260+313.2% |