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 | $186,054 | $89,355+108.2% | $141,162+31.8% | $72,985+154.9% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.3pp |
| Annual return | 15.68% | 111.85%-96.2pp | 71.39%-55.7pp | 81.00%-65.3pp |
| Employer contribution / active EE | $4,152 | $3,114+33.3% | $4,735-12.3% | $2,440+70.2% |
| Participant deferral / active EE | $10,462 | $5,418+93.1% | $6,709+55.9% | $3,607+190.0% |
| Admin fee / account holder | $16,520 | $5,958+177.3% | $10,261+61.0% | $5,124+222.4% |