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 | $151,602 | $102,605+47.8% | $145,661+4.1% | $84,808+78.8% |
| Participation rate | 88.9% | 74.3%+14.6pp | 77.2%+11.7pp | 68.3%+20.6pp |
| Annual return | 11.96% | 26.50%-14.5pp | 101.46%-89.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $4,606 | $3,325+38.5% | $4,238+8.7% | $2,631+75.1% |
| Participant deferral / active EE | $4,702 | $5,750-18.2% | $7,198-34.7% | $4,212+11.7% |
| Admin fee / account holder | $5,261 | $8,758-39.9% | $12,466-57.8% | $7,344-28.4% |