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 | $201,557 | $80,968+148.9% | $96,544+108.8% | $75,163+168.2% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 12.71% | 27.06%-14.4pp | 25.84%-13.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,486 | $2,282-34.9% | $2,965-49.9% | $2,670-44.3% |
| Participant deferral / active EE | $7,751 | $3,928+97.3% | $4,851+59.8% | $4,125+87.9% |
| Admin fee / account holder | $19,694 | $6,724+192.9% | $8,252+138.7% | $5,651+248.5% |