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 | $163,554 | $109,359+49.6% | $162,163+0.9% | $72,985+124.1% |
| Participation rate | 97.8% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.3pp |
| Annual return | 16.52% | 25.46%-8.9pp | 115.59%-99.1pp | 81.00%-64.5pp |
| Employer contribution / active EE | $5,839 | $3,907+49.4% | $5,614+4.0% | $2,440+139.3% |
| Participant deferral / active EE | $7,644 | $5,481+39.5% | $7,298+4.7% | $3,607+111.9% |
| Admin fee / account holder | $10,192 | $7,972+27.9% | $10,843-6.0% | $5,124+98.9% |