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 | $168,140 | $87,733+91.6% | $106,548+57.8% | $85,850+95.9% |
| Participation rate | 73.7% | 71.9%+1.8pp | 76.1%-2.4pp | 69.3%+4.4pp |
| Annual return | 9.55% | 21.86%-12.3pp | 26.80%-17.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $1,316 | $2,073-36.5% | $2,819-53.3% | $2,565-48.7% |
| Participant deferral / active EE | $5,853 | $3,469+68.7% | $4,398+33.1% | $3,952+48.1% |
| Admin fee / account holder | $9,141 | $6,767+35.1% | $7,407+23.4% | $6,260+46.0% |