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 | $174,749 | $73,933+136.4% | $96,683+80.7% | $75,163+132.5% |
| Participation rate | 87.7% | 66.4%+21.2pp | 74.3%+13.3pp | 67.2%+20.5pp |
| Annual return | 12.97% | 26.70%-13.7pp | 35.69%-22.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $3,907 | $2,928+33.4% | $3,737+4.5% | $2,670+46.3% |
| Participant deferral / active EE | $6,459 | $3,659+76.5% | $4,878+32.4% | $4,125+56.6% |
| Admin fee / account holder | $7,205 | $5,216+38.1% | $6,730+7.1% | $5,651+27.5% |