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 | $170,557 | $70,428+142.2% | $96,562+76.6% | $85,850+98.7% |
| Participation rate | 97.4% | 61.8%+35.6pp | 69.8%+27.6pp | 69.3%+28.1pp |
| Annual return | 5.02% | 18.59%-13.6pp | 37.78%-32.8pp | 318.53%-313.5pp |
| Employer contribution / active EE | $7,030 | $1,413+397.5% | $2,356+198.3% | $2,565+174.1% |
| Participant deferral / active EE | $3,457 | $2,894+19.4% | $3,849-10.2% | $3,952-12.5% |
| Admin fee / account holder | $2,627 | $4,997-47.4% | $6,181-57.5% | $6,260-58.0% |