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 | $192,269 | $80,717+138.2% | $154,803+24.2% | $84,808+126.7% |
| Participation rate | 92.5% | 66.8%+25.7pp | 78.1%+14.5pp | 68.3%+24.2pp |
| Annual return | 11.70% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $6,890 | $2,761+149.5% | $4,305+60.0% | $2,631+161.9% |
| Participant deferral / active EE | $7,446 | $3,303+125.4% | $5,540+34.4% | $4,212+76.8% |
| Admin fee / account holder | $71,078 | $6,746+953.7% | $14,329+396.0% | $7,344+867.9% |