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 | $177,171 | $73,933+139.6% | $96,683+83.2% | $75,163+135.7% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 12.88% | 26.70%-13.8pp | 35.69%-22.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,305 | $2,928-21.3% | $3,737-38.3% | $2,670-13.7% |
| Participant deferral / active EE | $11,784 | $3,659+222.1% | $4,878+141.6% | $4,125+185.7% |
| Admin fee / account holder | $8,050 | $5,216+54.3% | $6,730+19.6% | $5,651+42.5% |