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 | $171,993 | $58,627+193.4% | $76,735+124.1% | $82,448+108.6% |
| Participation rate | 97.4% | 63.2%+34.2pp | 69.5%+27.9pp | 68.1%+29.4pp |
| Annual return | 12.35% | 39.10%-26.8pp | 29.77%-17.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $13,890 | $1,729+703.3% | $2,454+466.0% | $2,551+444.5% |
| Participant deferral / active EE | $3,152 | $3,134+0.6% | $4,088-22.9% | $4,139-23.8% |
| Admin fee / account holder | $17,858 | $5,323+235.5% | $7,189+148.4% | $7,234+146.8% |