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 | $158,135 | $59,839+164.3% | $81,983+92.9% | $79,858+98.0% |
| Participation rate | 74.4% | 61.6%+12.7pp | 69.2%+5.1pp | 69.6%+4.7pp |
| Annual return | 9.10% | 17.56%-8.5pp | 41.31%-32.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $3,389 | $1,713+97.8% | $2,498+35.7% | $2,471+37.2% |
| Participant deferral / active EE | $4,100 | $2,695+52.1% | $3,722+10.2% | $3,740+9.6% |
| Admin fee / account holder | $22,479 | $4,287+424.3% | $5,664+296.9% | $5,306+323.6% |