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 | $159,083 | $109,881+44.8% | $150,045+6.0% | $84,808+87.6% |
| Participation rate | 88.6% | 76.1%+12.6pp | 82.3%+6.3pp | 68.3%+20.3pp |
| Annual return | 11.00% | 28.25%-17.2pp | 62.55%-51.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $4,693 | $3,561+31.8% | $4,6930% | $2,631+78.4% |
| Participant deferral / active EE | $5,936 | $6,636-10.5% | $7,997-25.8% | $4,212+40.9% |
| Admin fee / account holder | $27,502 | $8,568+221.0% | $13,435+104.7% | $7,344+274.5% |