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 | $163,461 | $89,355+82.9% | $141,162+15.8% | $72,985+124.0% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 18.59% | 111.85%-93.3pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $10,273 | $3,114+229.9% | $4,735+117.0% | $2,440+321.1% |
| Participant deferral / active EE | $8,120 | $5,418+49.9% | $6,709+21.0% | $3,607+125.1% |
| Admin fee / account holder | $3,888 | $5,958-34.7% | $10,261-62.1% | $5,124-24.1% |