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 | $162,641 | $89,753+81.2% | $107,525+51.3% | $84,808+91.8% |
| Participation rate | 86.9% | 68.1%+18.8pp | 75.1%+11.8pp | 68.3%+18.6pp |
| Annual return | 11.51% | 29.48%-18.0pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $5,290 | $3,113+69.9% | $3,754+40.9% | $2,631+101.1% |
| Participant deferral / active EE | $9,461 | $4,056+133.3% | $5,116+84.9% | $4,212+124.6% |
| Admin fee / account holder | $17,582 | $7,222+143.4% | $8,919+97.1% | $7,344+139.4% |