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 | $153,057 | $93,571+63.6% | $135,903+12.6% | $75,163+103.6% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | 15.18% | 30.90%-15.7pp | 68.23%-53.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $4,826 | $3,537+36.4% | $4,856-0.6% | $2,670+80.8% |
| Participant deferral / active EE | $12,003 | $6,404+87.4% | $7,758+54.7% | $4,125+191.0% |
| Admin fee / account holder | $11,043 | $6,975+58.3% | $10,762+2.6% | $5,651+95.4% |