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 | $143,175 | $76,552+87.0% | $123,892+15.6% | $62,891+127.7% |
| Participation rate | 95.2% | 73.0%+22.3pp | 81.4%+13.8pp | 69.3%+25.9pp |
| Annual return | 3.59% | 18.68%-15.1pp | 47.52%-43.9pp | 20.14%-16.6pp |
| Employer contribution / active EE | $5,548 | $2,883+92.5% | $4,617+20.2% | $2,281+143.3% |
| Participant deferral / active EE | $3,453 | $4,840-28.7% | $5,984-42.3% | $3,203+7.8% |
| Admin fee / account holder | $1,356 | $4,826-71.9% | $8,357-83.8% | $4,296-68.4% |