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 | $179,450 | $109,881+63.3% | $150,045+19.6% | $84,808+111.6% |
| Participation rate | 95.2% | 76.1%+19.1pp | 82.3%+12.8pp | 68.3%+26.9pp |
| Annual return | 13.88% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,940 | $3,561+38.7% | $4,693+5.3% | $2,631+87.8% |
| Participant deferral / active EE | $10,709 | $6,636+61.4% | $7,997+33.9% | $4,212+154.3% |
| Admin fee / account holder | $15,082 | $8,568+76.0% | $13,435+12.3% | $7,344+105.4% |