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 | $188,608 | $93,571+101.6% | $135,903+38.8% | $75,163+150.9% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 13.61% | 30.90%-17.3pp | 68.23%-54.6pp | 160.62%-147.0pp |
| Employer contribution / active EE | $4,639 | $3,537+31.2% | $4,856-4.5% | $2,670+73.8% |
| Participant deferral / active EE | $11,024 | $6,404+72.1% | $7,758+42.1% | $4,125+167.2% |
| Admin fee / account holder | $23,510 | $6,975+237.0% | $10,762+118.4% | $5,651+316.0% |