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 | $162,018 | $98,750+64.1% | $149,696+8.2% | $79,858+102.9% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 6.06% | 27.43%-21.4pp | 276.60%-270.5pp | 31.71%-25.7pp |
| Employer contribution / active EE | $4,231 | $3,216+31.5% | $4,644-8.9% | $2,471+71.2% |
| Participant deferral / active EE | $6,411 | $5,680+12.9% | $6,842-6.3% | $3,740+71.4% |
| Admin fee / account holder | $69,376 | $6,053+1046.2% | $9,309+645.3% | $5,306+1207.4% |