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 | $161,940 | $60,022+169.8% | $88,946+82.1% | $84,808+90.9% |
| Participation rate | 90.9% | 57.8%+33.1pp | 68.8%+22.1pp | 68.3%+22.6pp |
| Annual return | 13.28% | 22.43%-9.1pp | 57.82%-44.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,132 | $1,703+25.2% | $2,555-16.5% | $2,631-19.0% |
| Participant deferral / active EE | $6,501 | $3,114+108.8% | $4,581+41.9% | $4,212+54.4% |
| Admin fee / account holder | $3,457 | $4,811-28.1% | $8,261-58.1% | $7,344-52.9% |