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 | $174,192 | $125,758+38.5% | $169,993+2.5% | $75,163+131.8% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.0%+10.6pp | 67.2%+30.4pp |
| Annual return | 13.48% | 27.20%-13.7pp | 53.37%-39.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,385 | $4,615-48.3% | $6,785-64.8% | $2,670-10.7% |
| Participant deferral / active EE | $6,470 | $6,837-5.4% | $10,408-37.8% | $4,125+56.8% |
| Admin fee / account holder | $14,491 | $8,173+77.3% | $12,815+13.1% | $5,651+156.4% |