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 | $154,732 | $109,881+40.8% | $150,045+3.1% | $84,808+82.5% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 13.47% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,052 | $3,561+13.8% | $4,693-13.7% | $2,631+54.0% |
| Participant deferral / active EE | $11,935 | $6,636+79.9% | $7,997+49.2% | $4,212+183.4% |
| Admin fee / account holder | $21,406 | $8,568+149.8% | $13,435+59.3% | $7,344+191.5% |