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 | $170,296 | $76,552+122.5% | $123,892+37.5% | $62,891+170.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.50% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $3,938 | $2,883+36.6% | $4,617-14.7% | $2,281+72.6% |
| Participant deferral / active EE | $8,448 | $4,840+74.5% | $5,984+41.2% | $3,203+163.8% |
| Admin fee / account holder | $2,552 | $4,826-47.1% | $8,357-69.5% | $4,296-40.6% |