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 | $178,797 | $89,753+99.2% | $107,525+66.3% | $84,808+110.8% |
| Participation rate | 78.1% | 68.1%+10.1pp | 75.1%+3.1pp | 68.3%+9.8pp |
| Annual return | 10.66% | 29.48%-18.8pp | 181.32%-170.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $3,217 | $3,113+3.3% | $3,754-14.3% | $2,631+22.3% |
| Participant deferral / active EE | $8,303 | $4,056+104.7% | $5,116+62.3% | $4,212+97.2% |
| Admin fee / account holder | $44,028 | $7,222+509.6% | $8,919+393.7% | $7,344+499.5% |