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 | $150,469 | $76,552+96.6% | $123,892+21.5% | $62,891+139.3% |
| Participation rate | 98.0% | 73.0%+25.0pp | 81.4%+16.6pp | 69.3%+28.7pp |
| Annual return | 1.12% | 18.68%-17.6pp | 47.52%-46.4pp | 20.14%-19.0pp |
| Employer contribution / active EE | $4,579 | $2,883+58.9% | $4,617-0.8% | $2,281+100.8% |
| Participant deferral / active EE | $6,058 | $4,840+25.2% | $5,984+1.2% | $3,203+89.1% |
| Admin fee / account holder | $6,109 | $4,826+26.6% | $8,357-26.9% | $4,296+42.2% |