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 | $179,678 | $89,753+100.2% | $107,525+67.1% | $84,808+111.9% |
| Participation rate | 95.8% | 68.1%+27.8pp | 75.1%+20.8pp | 68.3%+27.5pp |
| Annual return | 11.77% | 29.48%-17.7pp | 181.32%-169.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $11,027 | $3,113+254.2% | $3,754+193.8% | $2,631+319.1% |
| Participant deferral / active EE | $9,554 | $4,056+135.5% | $5,116+86.8% | $4,212+126.9% |
| Admin fee / account holder | $25,076 | $7,222+247.2% | $8,919+181.2% | $7,344+241.5% |