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 | $171,142 | $109,881+55.8% | $150,045+14.1% | $84,808+101.8% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 14.15% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,414 | $3,561+52.0% | $4,693+15.4% | $2,631+105.8% |
| Participant deferral / active EE | $10,518 | $6,636+58.5% | $7,997+31.5% | $4,212+149.7% |
| Admin fee / account holder | $46,185 | $8,568+439.0% | $13,435+243.8% | $7,344+528.9% |