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 | $180,430 | $93,571+92.8% | $135,903+32.8% | $75,163+140.1% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 12.76% | 30.90%-18.1pp | 68.23%-55.5pp | 160.62%-147.9pp |
| Employer contribution / active EE | $3,220 | $3,537-9.0% | $4,856-33.7% | $2,670+20.6% |
| Participant deferral / active EE | $4,367 | $6,404-31.8% | $7,758-43.7% | $4,125+5.9% |
| Admin fee / account holder | $10,939 | $6,975+56.8% | $10,762+1.6% | $5,651+93.6% |