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 | $150,113 | $91,552+64.0% | $133,956+12.1% | $79,858+88.0% |
| Participation rate | 88.6% | 73.3%+15.2pp | 79.8%+8.7pp | 69.6%+18.9pp |
| Annual return | 8.83% | 61.85%-53.0pp | 45.09%-36.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $3,331 | $2,384+39.7% | $3,919-15.0% | $2,471+34.8% |
| Participant deferral / active EE | $3,778 | $3,733+1.2% | $5,048-25.1% | $3,740+1.0% |
| Admin fee / account holder | $35,305 | $6,321+458.6% | $8,927+295.5% | $5,306+565.3% |