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 | $185,710 | $98,750+88.1% | $149,696+24.1% | $79,858+132.6% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 7.33% | 27.43%-20.1pp | 276.60%-269.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $3,314 | $3,216+3.0% | $4,644-28.7% | $2,471+34.1% |
| Participant deferral / active EE | $6,899 | $5,680+21.5% | $6,842+0.8% | $3,740+84.5% |
| Admin fee / account holder | $18,358 | $6,053+203.3% | $9,309+97.2% | $5,306+246.0% |