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 | $180,381 | $58,523+208.2% | $99,443+81.4% | $72,985+147.1% |
| Participation rate | 85.3% | 64.6%+20.7pp | 73.8%+11.5pp | 69.5%+15.8pp |
| Annual return | 9.50% | 28.51%-19.0pp | 30.72%-21.2pp | 81.00%-71.5pp |
| Employer contribution / active EE | $2,113 | $1,512+39.8% | $2,540-16.8% | $2,440-13.4% |
| Participant deferral / active EE | $6,630 | $2,606+154.4% | $3,619+83.2% | $3,607+83.8% |
| Admin fee / account holder | $2,458 | $4,102-40.1% | $6,250-60.7% | $5,124-52.0% |