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 | $171,043 | $106,749+60.2% | $145,433+17.6% | $82,448+107.5% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 12.44% | 27.59%-15.2pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,200 | $3,444-7.1% | $4,554-29.7% | $2,551+25.5% |
| Participant deferral / active EE | $11,220 | $6,519+72.1% | $7,897+42.1% | $4,139+171.1% |
| Admin fee / account holder | $2,712 | $8,390-67.7% | $13,129-79.3% | $7,234-62.5% |