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 | $178,920 | $89,753+99.3% | $107,525+66.4% | $84,808+111.0% |
| Participation rate | 97.5% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.2pp |
| Annual return | 10.00% | 29.48%-19.5pp | 181.32%-171.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $4,345 | $3,113+39.6% | $3,754+15.8% | $2,631+65.1% |
| Participant deferral / active EE | $10,101 | $4,056+149.0% | $5,116+97.5% | $4,212+139.8% |
| Admin fee / account holder | $24,551 | $7,222+239.9% | $8,919+175.3% | $7,344+234.3% |