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 | $175,021 | $78,520+122.9% | $96,576+81.2% | $82,448+112.3% |
| Participation rate | 94.0% | 77.7%+16.3pp | 81.4%+12.6pp | 68.1%+26.0pp |
| Annual return | 13.80% | 41.30%-27.5pp | 38.47%-24.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $886 | $2,630-66.3% | $3,553-75.1% | $2,551-65.3% |
| Participant deferral / active EE | $9,678 | $6,754+43.3% | $7,956+21.6% | $4,139+133.8% |
| Admin fee / account holder | $18,110 | $13,455+34.6% | $11,381+59.1% | $7,234+150.3% |