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 | $158,918 | $65,365+143.1% | $92,893+71.1% | $72,985+117.7% |
| Participation rate | 97.9% | 68.3%+29.6pp | 76.0%+21.9pp | 69.5%+28.4pp |
| Annual return | 12.98% | 42.10%-29.1pp | 109.41%-96.4pp | 81.00%-68.0pp |
| Employer contribution / active EE | $7,072 | $2,594+172.6% | $3,653+93.6% | $2,440+189.9% |
| Participant deferral / active EE | $5,857 | $3,128+87.2% | $4,236+38.3% | $3,607+62.4% |
| Admin fee / account holder | $16,625 | $4,251+291.0% | $5,794+186.9% | $5,124+224.4% |