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 | $151,888 | $87,013+74.6% | $106,213+43.0% | $80,856+87.8% |
| Participation rate | 89.7% | 70.4%+19.3pp | 75.3%+14.5pp | 67.6%+22.1pp |
| Annual return | 5.66% | 17.05%-11.4pp | 116.14%-110.5pp | 35.59%-29.9pp |
| Employer contribution / active EE | $1,679 | $2,395-29.9% | $3,171-47.1% | $2,755-39.0% |
| Participant deferral / active EE | $5,569 | $3,986+39.7% | $5,016+11.0% | $4,296+29.6% |
| Admin fee / account holder | $29,129 | $8,431+245.5% | $11,033+164.0% | $6,918+321.1% |