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 | $158,125 | $125,758+25.7% | $169,993-7.0% | $75,163+110.4% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.0%+7.3pp | 67.2%+27.1pp |
| Annual return | 4.10% | 27.20%-23.1pp | 53.37%-49.3pp | 160.62%-156.5pp |
| Employer contribution / active EE | $6,475 | $4,615+40.3% | $6,785-4.6% | $2,670+142.5% |
| Participant deferral / active EE | $4,457 | $6,837-34.8% | $10,408-57.2% | $4,125+8.1% |
| Admin fee / account holder | $16,766 | $8,173+105.1% | $12,815+30.8% | $5,651+196.7% |