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 | $171,547 | $49,915+243.7% | $154,803+10.8% | $74,304+130.9% |
| Participation rate | 90.7% | 54.0%+36.7pp | 78.1%+12.6pp | 60.3%+30.3pp |
| Annual return | 11.39% | 34.06%-22.7pp | 58.88%-47.5pp | 29.43%-18.0pp |
| Employer contribution / active EE | $5,111 | $1,611+217.2% | $4,305+18.7% | $2,241+128.1% |
| Participant deferral / active EE | $6,822 | $2,255+202.6% | $5,540+23.1% | $3,767+81.1% |
| Admin fee / account holder | $5,236 | $2,189+139.2% | $14,329-63.5% | $2,969+76.4% |