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 | $157,164 | $93,571+68.0% | $135,903+15.6% | $75,163+109.1% |
| Participation rate | 84.8% | 75.2%+9.7pp | 81.9%+2.9pp | 67.2%+17.7pp |
| Annual return | 14.80% | 30.90%-16.1pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,453 | $3,537-30.6% | $4,856-49.5% | $2,670-8.1% |
| Participant deferral / active EE | $6,508 | $6,404+1.6% | $7,758-16.1% | $4,125+57.8% |
| Admin fee / account holder | $11,304 | $6,975+62.1% | $10,762+5.0% | $5,651+100.0% |