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 | $163,098 | $77,899+109.4% | $149,673+9.0% | $75,163+117.0% |
| Participation rate | 89.6% | 65.6%+24.0pp | 78.8%+10.8pp | 67.2%+22.4pp |
| Annual return | 10.26% | 31.72%-21.5pp | 134.42%-124.2pp | 160.62%-150.4pp |
| Employer contribution / active EE | $2,844 | $3,137-9.3% | $4,818-41.0% | $2,670+6.5% |
| Participant deferral / active EE | $4,727 | $3,411+38.6% | $5,680-16.8% | $4,125+14.6% |
| Admin fee / account holder | $3,942 | $5,956-33.8% | $13,210-70.2% | $5,651-30.2% |