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 | $152,504 | $65,365+133.3% | $92,893+64.2% | $72,985+109.0% |
| Participation rate | 98.9% | 68.3%+30.6pp | 76.0%+22.9pp | 69.5%+29.4pp |
| Annual return | 4.62% | 42.10%-37.5pp | 109.41%-104.8pp | 81.00%-76.4pp |
| Employer contribution / active EE | $4,532 | $2,594+74.7% | $3,653+24.1% | $2,440+85.8% |
| Participant deferral / active EE | $6,505 | $3,128+107.9% | $4,236+53.6% | $3,607+80.3% |
| Admin fee / account holder | $9,500 | $4,251+123.5% | $5,794+64.0% | $5,124+85.4% |