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 | $171,343 | $106,749+60.5% | $145,433+17.8% | $82,448+107.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.98% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,377 | $3,444-31.0% | $4,554-47.8% | $2,551-6.8% |
| Participant deferral / active EE | $5,006 | $6,519-23.2% | $7,897-36.6% | $4,139+20.9% |
| Admin fee / account holder | $6,156 | $8,390-26.6% | $13,129-53.1% | $7,234-14.9% |