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 | $152,768 | $82,978+84.1% | $129,995+17.5% | $71,457+113.8% |
| Participation rate | 98.2% | 74.1%+24.1pp | 78.5%+19.7pp | 67.9%+30.2pp |
| Annual return | 13.90% | 20.60%-6.7pp | -137.18%+151.1pp | 28.85%-14.9pp |
| Employer contribution / active EE | $4,964 | $2,622+89.3% | $4,320+14.9% | $2,588+91.8% |
| Participant deferral / active EE | $6,319 | $4,432+42.6% | $5,820+8.6% | $4,289+47.3% |
| Admin fee / account holder | $13,870 | $1,729+702.2% | $10,614+30.7% | $1,587+773.8% |