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 | $148,349 | $79,944+85.6% | $98,439+50.7% | $75,163+97.4% |
| Participation rate | 87.9% | 70.4%+17.5pp | 75.2%+12.7pp | 67.2%+20.7pp |
| Annual return | 8.95% | 19.75%-10.8pp | 21.16%-12.2pp | 160.62%-151.7pp |
| Employer contribution / active EE | $1,177 | $2,264-48.0% | $3,048-61.4% | $2,670-55.9% |
| Participant deferral / active EE | $5,770 | $3,752+53.8% | $4,738+21.8% | $4,125+39.9% |
| Admin fee / account holder | $9,115 | $6,840+33.3% | $8,948+1.9% | $5,651+61.3% |