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 | $168,917 | $94,625+78.5% | $116,228+45.3% | $84,808+99.2% |
| Participation rate | 96.7% | 70.4%+26.3pp | 74.6%+22.2pp | 68.3%+28.4pp |
| Annual return | 11.96% | 20.40%-8.4pp | 90.06%-78.1pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,730 | $2,347+16.4% | $2,994-8.8% | $2,631+3.8% |
| Participant deferral / active EE | $6,087 | $3,972+53.3% | $4,953+22.9% | $4,212+44.5% |
| Admin fee / account holder | $11,758 | $10,091+16.5% | $11,989-1.9% | $7,344+60.1% |