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 | $135,589 | $62,672+116.3% | $185,117-26.8% | $70,131+93.3% |
| Participation rate | 97.4% | 63.8%+33.6pp | 77.3%+20.1pp | 69.5%+27.8pp |
| Annual return | 11.36% | 40.79%-29.4pp | 40.50%-29.1pp | 73.14%-61.8pp |
| Employer contribution / active EE | $9,325 | $1,753+431.9% | $4,182+123.0% | $2,342+298.1% |
| Participant deferral / active EE | $3,499 | $3,272+7.0% | $5,045-30.6% | $3,332+5.0% |
| Admin fee / account holder | $4,613 | $3,932+17.3% | $8,159-43.5% | $4,645-0.7% |