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 | $159,305 | $80,968+96.8% | $96,544+65.0% | $75,163+111.9% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 9.89% | 27.06%-17.2pp | 25.84%-15.9pp | 160.62%-150.7pp |
| Employer contribution / active EE | $4,222 | $2,282+85.0% | $2,965+42.4% | $2,670+58.1% |
| Participant deferral / active EE | $9,198 | $3,928+134.2% | $4,851+89.6% | $4,125+123.0% |
| Admin fee / account holder | $98,257 | $6,724+1361.2% | $8,252+1090.7% | $5,651+1638.8% |