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 | $181,337 | $86,286+110.2% | $111,297+62.9% | $85,850+111.2% |
| Participation rate | 85.2% | 73.3%+11.9pp | 77.3%+7.9pp | 69.3%+15.9pp |
| Annual return | 8.36% | 19.99%-11.6pp | 54.65%-46.3pp | 318.53%-310.2pp |
| Employer contribution / active EE | $3,389 | $2,043+65.9% | $2,731+24.1% | $2,565+32.1% |
| Participant deferral / active EE | $5,842 | $3,641+60.5% | $4,487+30.2% | $3,952+47.8% |
| Admin fee / account holder | $31,350 | $8,188+282.9% | $7,964+293.7% | $6,260+400.8% |