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 | $176,092 | $109,881+60.3% | $150,045+17.4% | $84,808+107.6% |
| Participation rate | 85.2% | 76.1%+9.1pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 5.24% | 28.25%-23.0pp | 62.55%-57.3pp | 40.90%-35.7pp |
| Employer contribution / active EE | $4,898 | $3,561+37.5% | $4,693+4.4% | $2,631+86.2% |
| Participant deferral / active EE | $10,573 | $6,636+59.3% | $7,997+32.2% | $4,212+151.0% |
| Admin fee / account holder | $7,225 | $8,568-15.7% | $13,435-46.2% | $7,344-1.6% |