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 | $160,379 | $73,933+116.9% | $96,683+65.9% | $75,163+113.4% |
| Participation rate | 91.3% | 66.4%+24.9pp | 74.3%+17.0pp | 67.2%+24.1pp |
| Annual return | 13.05% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.6pp |
| Employer contribution / active EE | $3,214 | $2,928+9.8% | $3,737-14.0% | $2,670+20.4% |
| Participant deferral / active EE | $8,821 | $3,659+141.1% | $4,878+80.8% | $4,125+113.8% |
| Admin fee / account holder | $24,176 | $5,216+363.5% | $6,730+259.3% | $5,651+327.8% |