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 | $177,172 | $81,208+118.2% | $98,907+79.1% | $79,858+121.9% |
| Participation rate | 92.6% | 72.5%+20.1pp | 76.0%+16.6pp | 69.6%+23.0pp |
| Annual return | 2.46% | 60.99%-58.5pp | 196.43%-194.0pp | 31.71%-29.3pp |
| Employer contribution / active EE | $1,043 | $1,960-46.8% | $2,689-61.2% | $2,471-57.8% |
| Participant deferral / active EE | $4,320 | $3,265+32.3% | $4,244+1.8% | $3,740+15.5% |
| Admin fee / account holder | $3,346 | $6,013-44.4% | $6,642-49.6% | $5,306-36.9% |