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 | $199,574 | $74,927+166.4% | $101,794+96.1% | $84,808+135.3% |
| Participation rate | 76.9% | 61.4%+15.5pp | 69.2%+7.7pp | 68.3%+8.6pp |
| Annual return | 11.40% | 18.70%-7.3pp | 30.53%-19.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,501 | $1,522-1.3% | $2,289-34.4% | $2,631-42.9% |
| Participant deferral / active EE | $6,351 | $3,099+104.9% | $4,084+55.5% | $4,212+50.8% |
| Admin fee / account holder | $19,230 | $6,514+195.2% | $8,777+119.1% | $7,344+161.9% |