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 | $150,187 | $63,346+137.1% | $92,233+62.8% | $70,131+114.2% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 9.61% | 530.12%-520.5pp | 176.28%-166.7pp | 73.14%-63.5pp |
| Employer contribution / active EE | $3,469 | $2,471+40.4% | $3,679-5.7% | $2,342+48.1% |
| Participant deferral / active EE | $7,239 | $2,854+153.7% | $3,897+85.8% | $3,332+117.3% |
| Admin fee / account holder | $24,252 | $3,840+531.5% | $5,194+367.0% | $4,645+422.1% |