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 | $181,679 | $87,013+108.8% | $106,213+71.1% | $80,856+124.7% |
| Participation rate | 85.4% | 70.4%+14.9pp | 75.3%+10.1pp | 67.6%+17.7pp |
| Annual return | 9.31% | 17.05%-7.7pp | 116.14%-106.8pp | 35.59%-26.3pp |
| Employer contribution / active EE | $4,720 | $2,395+97.1% | $3,171+48.8% | $2,755+71.3% |
| Participant deferral / active EE | $11,541 | $3,986+189.5% | $5,016+130.1% | $4,296+168.7% |
| Admin fee / account holder | $30,513 | $8,431+261.9% | $11,033+176.6% | $6,918+341.1% |