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 | $246,544 | $109,881+124.4% | $150,045+64.3% | $84,808+190.7% |
| Participation rate | 95.0% | 76.1%+18.9pp | 82.3%+12.7pp | 68.3%+26.7pp |
| Annual return | 13.72% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $5,457 | $3,561+53.2% | $4,693+16.3% | $2,631+107.4% |
| Participant deferral / active EE | $11,767 | $6,636+77.3% | $7,997+47.1% | $4,212+179.4% |
| Admin fee / account holder | $9,943 | $8,568+16.0% | $13,435-26.0% | $7,344+35.4% |