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 | $153,316 | $94,625+62.0% | $116,228+31.9% | $84,808+80.8% |
| Participation rate | 96.4% | 70.4%+25.9pp | 74.6%+21.8pp | 68.3%+28.1pp |
| Annual return | 9.56% | 20.40%-10.8pp | 90.06%-80.5pp | 40.90%-31.3pp |
| Employer contribution / active EE | $4,617 | $2,347+96.8% | $2,994+54.2% | $2,631+75.5% |
| Participant deferral / active EE | $7,095 | $3,972+78.6% | $4,953+43.3% | $4,212+68.5% |
| Admin fee / account holder | $9,995 | $10,091-0.9% | $11,989-16.6% | $7,344+36.1% |