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 | $177,407 | $89,753+97.7% | $107,525+65.0% | $84,808+109.2% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 12.32% | 29.48%-17.2pp | 181.32%-169.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,700 | $3,113-13.3% | $3,754-28.1% | $2,631+2.6% |
| Participant deferral / active EE | $5,693 | $4,056+40.4% | $5,116+11.3% | $4,212+35.2% |
| Admin fee / account holder | $10,030 | $7,222+38.9% | $8,919+12.5% | $7,344+36.6% |