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 | $182,162 | $76,552+138.0% | $123,892+47.0% | $62,891+189.6% |
| Participation rate | 93.5% | 73.0%+20.5pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 5.40% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $4,348 | $2,883+50.8% | $4,617-5.8% | $2,281+90.6% |
| Participant deferral / active EE | $5,603 | $4,840+15.8% | $5,984-6.4% | $3,203+74.9% |
| Admin fee / account holder | $49,267 | $4,826+920.9% | $8,357+489.5% | $4,296+1046.9% |