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 | $180,318 | $89,753+100.9% | $107,525+67.7% | $84,808+112.6% |
| Participation rate | 95.5% | 68.1%+27.4pp | 75.1%+20.4pp | 68.3%+27.1pp |
| Annual return | 12.89% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,536 | $3,113+13.6% | $3,754-5.8% | $2,631+34.4% |
| Participant deferral / active EE | $11,232 | $4,056+176.9% | $5,116+119.6% | $4,212+166.7% |
| Admin fee / account holder | $17,016 | $7,222+135.6% | $8,919+90.8% | $7,344+131.7% |