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 | $153,335 | $93,571+63.9% | $135,903+12.8% | $75,163+104.0% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 13.52% | 30.90%-17.4pp | 68.23%-54.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,441 | $3,537-59.2% | $4,856-70.3% | $2,670-46.0% |
| Participant deferral / active EE | $7,634 | $6,404+19.2% | $7,758-1.6% | $4,125+85.1% |
| Admin fee / account holder | $11,402 | $6,975+63.5% | $10,762+6.0% | $5,651+101.8% |