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 | $180,542 | $106,749+69.1% | $145,433+24.1% | $82,448+119.0% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 12.95% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,443 | $3,444-29.1% | $4,554-46.4% | $2,551-4.2% |
| Participant deferral / active EE | $6,429 | $6,519-1.4% | $7,897-18.6% | $4,139+55.3% |
| Admin fee / account holder | $919 | $8,390-89.0% | $13,129-93.0% | $7,234-87.3% |