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 | $136,081 | $61,605+120.9% | $112,229+21.3% | $75,163+81.0% |
| Participation rate | 90.9% | 61.7%+29.2pp | 72.4%+18.5pp | 67.2%+23.7pp |
| Annual return | 11.04% | 28.47%-17.4pp | 30.20%-19.2pp | 160.62%-149.6pp |
| Employer contribution / active EE | $9,314 | $2,015+362.1% | $3,430+171.5% | $2,670+248.9% |
| Participant deferral / active EE | $1,546 | $3,108-50.3% | $4,798-67.8% | $4,125-62.5% |
| Admin fee / account holder | $16,148 | $4,862+232.1% | $7,748+108.4% | $5,651+185.8% |