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 | $148,853 | $59,101+151.9% | $77,163+92.9% | $75,163+98.0% |
| Participation rate | 82.0% | 63.9%+18.1pp | 69.6%+12.4pp | 67.2%+14.8pp |
| Annual return | 11.08% | 26.71%-15.6pp | 37.87%-26.8pp | 160.62%-149.5pp |
| Employer contribution / active EE | $951 | $1,995-52.3% | $2,535-62.5% | $2,670-64.4% |
| Participant deferral / active EE | $6,003 | $2,999+100.2% | $3,833+56.6% | $4,125+45.5% |
| Admin fee / account holder | $10,479 | $4,774+119.5% | $5,472+91.5% | $5,651+85.4% |