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 | $163,067 | $93,182+75.0% | $146,665+11.2% | $79,386+105.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 7.51% | 21.61%-14.1pp | 22.74%-15.2pp | 116.85%-109.3pp |
| Employer contribution / active EE | $4,494 | $2,420+85.7% | $4,136+8.6% | $2,427+85.1% |
| Participant deferral / active EE | $5,807 | $4,169+39.3% | $5,506+5.5% | $4,046+43.5% |
| Admin fee / account holder | $10,059 | $585+1619.4% | $10,280-2.1% | $626+1505.7% |