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 | $150,025 | $106,749+40.5% | $145,433+3.2% | $82,448+82.0% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 12.59% | 27.59%-15.0pp | 66.58%-54.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $4,626 | $3,444+34.3% | $4,554+1.6% | $2,551+81.3% |
| Participant deferral / active EE | $10,999 | $6,519+68.7% | $7,897+39.3% | $4,139+165.7% |
| Admin fee / account holder | $25,327 | $8,390+201.9% | $13,129+92.9% | $7,234+250.1% |