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 | $169,083 | $101,724+66.2% | $164,813+2.6% | $80,856+109.1% |
| Participation rate | 94.7% | 71.8%+22.9pp | 78.6%+16.1pp | 67.6%+27.1pp |
| Annual return | 10.10% | 16.72%-6.6pp | 69.93%-59.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,339 | $2,953+13.0% | $4,341-23.1% | $2,755+21.2% |
| Participant deferral / active EE | $5,414 | $4,477+20.9% | $6,031-10.2% | $4,296+26.0% |
| Admin fee / account holder | $2,008 | $8,227-75.6% | $12,690-84.2% | $6,918-71.0% |