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 | $181,346 | $89,355+103.0% | $141,162+28.5% | $72,985+148.5% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.9pp | 69.5%+20.8pp |
| Annual return | 17.10% | 111.85%-94.8pp | 71.39%-54.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $3,358 | $3,114+7.8% | $4,735-29.1% | $2,440+37.6% |
| Participant deferral / active EE | $5,018 | $5,418-7.4% | $6,709-25.2% | $3,607+39.1% |
| Admin fee / account holder | $24,687 | $5,958+314.3% | $10,261+140.6% | $5,124+381.8% |