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 | $157,366 | $62,672+151.1% | $185,117-15.0% | $70,131+124.4% |
| Participation rate | 93.6% | 63.8%+29.8pp | 77.3%+16.4pp | 69.5%+24.1pp |
| Annual return | 10.99% | 40.79%-29.8pp | 40.50%-29.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $4,831 | $1,753+175.6% | $4,182+15.5% | $2,342+106.2% |
| Participant deferral / active EE | $10,450 | $3,272+219.4% | $5,045+107.1% | $3,332+213.7% |
| Admin fee / account holder | $9,293 | $3,932+136.4% | $8,159+13.9% | $4,645+100.1% |