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 | $158,391 | $80,717+96.2% | $154,803+2.3% | $84,808+86.8% |
| Participation rate | 81.8% | 66.8%+15.0pp | 78.1%+3.7pp | 68.3%+13.5pp |
| Annual return | 12.02% | 37.96%-25.9pp | 58.88%-46.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $5,567 | $2,761+101.6% | $4,305+29.3% | $2,631+111.6% |
| Participant deferral / active EE | $3,117 | $3,303-5.6% | $5,540-43.7% | $4,212-26.0% |
| Admin fee / account holder | $1,601 | $6,746-76.3% | $14,329-88.8% | $7,344-78.2% |