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 | $147,222 | $98,750+49.1% | $149,696-1.7% | $79,858+84.4% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.6%+26.0pp |
| Annual return | 8.45% | 27.43%-19.0pp | 276.60%-268.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $2,976 | $3,216-7.5% | $4,644-35.9% | $2,471+20.4% |
| Participant deferral / active EE | $5,545 | $5,680-2.4% | $6,842-19.0% | $3,740+48.3% |
| Admin fee / account holder | $14,467 | $6,053+139.0% | $9,309+55.4% | $5,306+172.6% |