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 | $175,309 | $93,571+87.4% | $135,903+29.0% | $75,163+133.2% |
| Participation rate | 79.2% | 75.2%+4.0pp | 81.9%-2.7pp | 67.2%+12.0pp |
| Annual return | 13.10% | 30.90%-17.8pp | 68.23%-55.1pp | 160.62%-147.5pp |
| Employer contribution / active EE | $975 | $3,537-72.4% | $4,856-79.9% | $2,670-63.5% |
| Participant deferral / active EE | $10,147 | $6,404+58.4% | $7,758+30.8% | $4,125+146.0% |
| Admin fee / account holder | $19,985 | $6,975+186.5% | $10,762+85.7% | $5,651+253.7% |