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 | $151,025 | $98,750+52.9% | $149,696+0.9% | $79,858+89.1% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.6%+25.9pp |
| Annual return | 7.91% | 27.43%-19.5pp | 276.60%-268.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $5,073 | $3,216+57.7% | $4,644+9.2% | $2,471+105.3% |
| Participant deferral / active EE | $8,722 | $5,680+53.5% | $6,842+27.5% | $3,740+133.2% |
| Admin fee / account holder | $13,481 | $6,053+122.7% | $9,309+44.8% | $5,306+154.1% |