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 | $167,493 | $91,190+83.7% | $178,490-6.2% | $79,858+109.7% |
| Participation rate | 90.2% | 69.2%+21.0pp | 81.9%+8.3pp | 69.6%+20.6pp |
| Annual return | 4.03% | 24.19%-20.2pp | 151.07%-147.0pp | 31.71%-27.7pp |
| Employer contribution / active EE | $7,629 | $3,256+134.3% | $5,011+52.3% | $2,471+208.8% |
| Participant deferral / active EE | $7,225 | $3,236+123.3% | $5,202+38.9% | $3,740+93.2% |
| Admin fee / account holder | $2,070 | $6,751-69.3% | $13,984-85.2% | $5,306-61.0% |