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 | $180,811 | $88,672+103.9% | $105,223+71.8% | $82,448+119.3% |
| Participation rate | 96.8% | 67.9%+28.8pp | 75.0%+21.7pp | 68.1%+28.7pp |
| Annual return | 8.19% | 30.86%-22.7pp | 180.65%-172.5pp | 41.64%-33.4pp |
| Employer contribution / active EE | $4,848 | $3,048+59.0% | $3,689+31.4% | $2,551+90.0% |
| Participant deferral / active EE | $9,863 | $4,036+144.4% | $5,072+94.5% | $4,139+138.3% |
| Admin fee / account holder | $3,322 | $7,146-53.5% | $8,859-62.5% | $7,234-54.1% |