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 | $186,030 | $91,190+104.0% | $178,490+4.2% | $79,858+133.0% |
| Participation rate | 94.7% | 69.2%+25.5pp | 81.9%+12.8pp | 69.6%+25.1pp |
| Annual return | 9.50% | 24.19%-14.7pp | 151.07%-141.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $7,638 | $3,256+134.6% | $5,011+52.4% | $2,471+209.1% |
| Participant deferral / active EE | $4,436 | $3,236+37.1% | $5,202-14.7% | $3,740+18.6% |
| Admin fee / account holder | $7,587 | $6,751+12.4% | $13,984-45.7% | $5,306+43.0% |