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 | $169,965 | $80,717+110.6% | $154,803+9.8% | $84,808+100.4% |
| Participation rate | 89.4% | 66.8%+22.6pp | 78.1%+11.3pp | 68.3%+21.1pp |
| Annual return | 12.54% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,025 | $2,761-26.7% | $4,305-53.0% | $2,631-23.0% |
| Participant deferral / active EE | $8,327 | $3,303+152.1% | $5,540+50.3% | $4,212+97.7% |
| Admin fee / account holder | $29,930 | $6,746+343.7% | $14,329+108.9% | $7,344+307.6% |