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 | $170,137 | $63,346+168.6% | $92,233+84.5% | $70,131+142.6% |
| Participation rate | 94.1% | 68.7%+25.4pp | 76.5%+17.6pp | 69.5%+24.6pp |
| Annual return | 11.75% | 530.12%-518.4pp | 176.28%-164.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $4,068 | $2,471+64.6% | $3,679+10.6% | $2,342+73.7% |
| Participant deferral / active EE | $4,244 | $2,854+48.7% | $3,897+8.9% | $3,332+27.4% |
| Admin fee / account holder | $5,865 | $3,840+52.7% | $5,194+12.9% | $4,645+26.3% |