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 | $173,378 | $93,571+85.3% | $135,903+27.6% | $75,163+130.7% |
| Participation rate | 98.2% | 75.2%+23.1pp | 81.9%+16.3pp | 67.2%+31.1pp |
| Annual return | 14.12% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $919 | $3,537-74.0% | $4,856-81.1% | $2,670-65.6% |
| Participant deferral / active EE | $9,823 | $6,404+53.4% | $7,758+26.6% | $4,125+138.1% |
| Admin fee / account holder | $21,211 | $6,975+204.1% | $10,762+97.1% | $5,651+275.4% |