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 | $165,212 | $109,881+50.4% | $150,045+10.1% | $84,808+94.8% |
| Participation rate | 80.4% | 76.1%+4.3pp | 82.3%-1.9pp | 68.3%+12.1pp |
| Annual return | 12.49% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,206 | $3,561-38.1% | $4,693-53.0% | $2,631-16.1% |
| Participant deferral / active EE | $4,939 | $6,636-25.6% | $7,997-38.2% | $4,212+17.3% |
| Admin fee / account holder | $11,756 | $8,568+37.2% | $13,435-12.5% | $7,344+60.1% |