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 | $148,305 | $65,365+126.9% | $92,893+59.7% | $72,985+103.2% |
| Participation rate | 96.3% | 68.3%+28.0pp | 76.0%+20.3pp | 69.5%+26.8pp |
| Annual return | 15.91% | 42.10%-26.2pp | 109.41%-93.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $9,449 | $2,594+264.2% | $3,653+158.7% | $2,440+287.3% |
| Participant deferral / active EE | $2,350 | $3,128-24.9% | $4,236-44.5% | $3,607-34.9% |
| Admin fee / account holder | $10,620 | $4,251+149.8% | $5,794+83.3% | $5,124+107.3% |