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 | $168,026 | $109,881+52.9% | $150,045+12.0% | $84,808+98.1% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 12.58% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,125 | $3,561-12.2% | $4,693-33.4% | $2,631+18.8% |
| Participant deferral / active EE | $9,890 | $6,636+49.0% | $7,997+23.7% | $4,212+134.8% |
| Admin fee / account holder | $15,146 | $8,568+76.8% | $13,435+12.7% | $7,344+106.2% |