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 | $161,575 | $108,825+48.5% | $156,181+3.5% | $82,448+96.0% |
| Participation rate | 89.1% | 72.4%+16.8pp | 78.8%+10.3pp | 68.1%+21.1pp |
| Annual return | 11.52% | 20.59%-9.1pp | 64.87%-53.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $5,510 | $2,870+92.0% | $4,294+28.3% | $2,551+116.0% |
| Participant deferral / active EE | $8,985 | $4,577+96.3% | $6,132+46.5% | $4,139+117.1% |
| Admin fee / account holder | $88,702 | $9,341+849.6% | $14,586+508.1% | $7,234+1126.1% |