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 | $162,894 | $106,749+52.6% | $145,433+12.0% | $82,448+97.6% |
| Participation rate | 91.3% | 75.6%+15.7pp | 82.1%+9.2pp | 68.1%+23.2pp |
| Annual return | 13.35% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $5,887 | $3,444+70.9% | $4,554+29.3% | $2,551+130.8% |
| Participant deferral / active EE | $4,170 | $6,519-36.0% | $7,897-47.2% | $4,139+0.8% |
| Admin fee / account holder | $98,035 | $8,390+1068.5% | $13,129+646.7% | $7,234+1255.1% |