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 | $150,780 | $98,750+52.7% | $149,696+0.7% | $79,858+88.8% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 10.03% | 27.43%-17.4pp | 276.60%-266.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,586 | $3,216-19.6% | $4,644-44.3% | $2,471+4.6% |
| Participant deferral / active EE | $5,552 | $5,680-2.3% | $6,842-18.9% | $3,740+48.4% |
| Admin fee / account holder | $8,458 | $6,053+39.7% | $9,309-9.1% | $5,306+59.4% |