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 | $160,862 | $123,793+29.9% | $177,821-9.5% | $79,858+101.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 6.36% | 22.82%-16.5pp | 48.32%-42.0pp | 31.71%-25.4pp |
| Employer contribution / active EE | $3,181 | $4,095-22.3% | $5,918-46.2% | $2,471+28.8% |
| Participant deferral / active EE | $5,382 | $5,956-9.6% | $7,714-30.2% | $3,740+43.9% |
| Admin fee / account holder | $2,286 | $7,243-68.4% | $12,427-81.6% | $5,306-56.9% |