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 | $180,539 | $108,825+65.9% | $156,181+15.6% | $82,448+119.0% |
| Participation rate | 85.7% | 72.4%+13.3pp | 78.8%+6.9pp | 68.1%+17.6pp |
| Annual return | 12.22% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,017 | $2,870-64.6% | $4,294-76.3% | $2,551-60.2% |
| Participant deferral / active EE | $2,368 | $4,577-48.3% | $6,132-61.4% | $4,139-42.8% |
| Admin fee / account holder | $12,494 | $9,341+33.8% | $14,586-14.3% | $7,234+72.7% |