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 | $166,709 | $72,277+130.7% | $101,248+64.7% | $79,858+108.8% |
| Participation rate | 98.3% | 68.5%+29.9pp | 75.8%+22.5pp | 69.6%+28.7pp |
| Annual return | 7.20% | 22.30%-15.1pp | 46.47%-39.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $10,975 | $2,692+307.7% | $3,660+199.9% | $2,471+344.2% |
| Participant deferral / active EE | $7,598 | $3,282+131.5% | $4,370+73.9% | $3,740+103.2% |
| Admin fee / account holder | $8,245 | $4,400+87.4% | $5,945+38.7% | $5,306+55.4% |