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 | $157,569 | $80,717+95.2% | $154,803+1.8% | $84,808+85.8% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 9.32% | 37.96%-28.6pp | 58.88%-49.6pp | 40.90%-31.6pp |
| Employer contribution / active EE | $2,035 | $2,761-26.3% | $4,305-52.7% | $2,631-22.7% |
| Participant deferral / active EE | $5,156 | $3,303+56.1% | $5,540-6.9% | $4,212+22.4% |
| Admin fee / account holder | $79,387 | $6,746+1076.9% | $14,329+454.0% | $7,344+981.0% |