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 | $149,018 | $106,749+39.6% | $145,433+2.5% | $82,448+80.7% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 12.89% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $13,683 | $3,444+297.2% | $4,554+200.4% | $2,551+436.4% |
| Participant deferral / active EE | $8,730 | $6,519+33.9% | $7,897+10.5% | $4,139+110.9% |
| Admin fee / account holder | $27,129 | $8,390+223.3% | $13,129+106.6% | $7,234+275.0% |