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 | $193,311 | $85,202+126.9% | $172,739+11.9% | $72,985+164.9% |
| Participation rate | 97.4% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+27.9pp |
| Annual return | 13.10% | 27.32%-14.2pp | 802.84%-789.7pp | 81.00%-67.9pp |
| Employer contribution / active EE | $3,513 | $3,324+5.7% | $5,143-31.7% | $2,440+44.0% |
| Participant deferral / active EE | $5,379 | $3,260+65.0% | $5,198+3.5% | $3,607+49.1% |
| Admin fee / account holder | $2,509 | $5,884-57.4% | $13,954-82.0% | $5,124-51.0% |