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 | $171,755 | $98,750+73.9% | $149,696+14.7% | $79,858+115.1% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.5%-1.2pp | 69.6%+11.6pp |
| Annual return | 4.85% | 27.43%-22.6pp | 276.60%-271.8pp | 31.71%-26.9pp |
| Employer contribution / active EE | $2,276 | $3,216-29.2% | $4,644-51.0% | $2,471-7.9% |
| Participant deferral / active EE | $4,661 | $5,680-17.9% | $6,842-31.9% | $3,740+24.6% |
| Admin fee / account holder | $12,153 | $6,053+100.8% | $9,309+30.6% | $5,306+129.0% |