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 | $140,199 | $51,175+174.0% | $70,515+98.8% | $75,163+86.5% |
| Participation rate | 82.4% | 60.9%+21.4pp | 68.3%+14.0pp | 67.2%+15.2pp |
| Annual return | 10.66% | 30.02%-19.4pp | 32.77%-22.1pp | 160.62%-150.0pp |
| Employer contribution / active EE | $3,778 | $1,826+106.9% | $2,973+27.1% | $2,670+41.5% |
| Participant deferral / active EE | $4,382 | $2,849+53.8% | $4,567-4.0% | $4,125+6.2% |
| Admin fee / account holder | $14,193 | $4,091+247.0% | $6,412+121.3% | $5,651+151.2% |