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 | $175,260 | $57,541+204.6% | $95,745+83.0% | $75,163+133.2% |
| Participation rate | 77.4% | 62.5%+14.9pp | 72.3%+5.2pp | 67.2%+10.2pp |
| Annual return | 12.23% | 34.93%-22.7pp | 28.35%-16.1pp | 160.62%-148.4pp |
| Employer contribution / active EE | $3,666 | $1,808+102.8% | $2,835+29.3% | $2,670+37.3% |
| Participant deferral / active EE | $8,368 | $3,074+172.2% | $4,245+97.2% | $4,125+102.9% |
| Admin fee / account holder | $8,102 | $4,099+97.7% | $5,678+42.7% | $5,651+43.4% |