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 | $158,567 | $74,927+111.6% | $101,794+55.8% | $84,808+87.0% |
| Participation rate | 81.8% | 61.4%+20.4pp | 69.2%+12.6pp | 68.3%+13.5pp |
| Annual return | 6.88% | 18.70%-11.8pp | 30.53%-23.6pp | 40.90%-34.0pp |
| Employer contribution / active EE | $2,791 | $1,522+83.4% | $2,289+21.9% | $2,631+6.1% |
| Participant deferral / active EE | $7,367 | $3,099+137.7% | $4,084+80.4% | $4,212+74.9% |
| Admin fee / account holder | $58,232 | $6,514+794.0% | $8,777+563.5% | $7,344+692.9% |