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 | $178,051 | $77,899+128.6% | $149,673+19.0% | $75,163+136.9% |
| Participation rate | 76.7% | 65.6%+11.2pp | 78.8%-2.0pp | 67.2%+9.6pp |
| Annual return | 12.99% | 31.72%-18.7pp | 134.42%-121.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $4,793 | $3,137+52.8% | $4,818-0.5% | $2,670+79.5% |
| Participant deferral / active EE | $5,813 | $3,411+70.4% | $5,680+2.3% | $4,125+40.9% |
| Admin fee / account holder | $17,798 | $5,956+198.8% | $13,210+34.7% | $5,651+215.0% |