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 | $154,023 | $46,553+230.9% | $64,056+140.5% | $75,163+104.9% |
| Participation rate | 92.9% | 65.9%+26.9pp | 72.3%+20.6pp | 67.2%+25.7pp |
| Annual return | 11.06% | 26.03%-15.0pp | 33.69%-22.6pp | 160.62%-149.6pp |
| Employer contribution / active EE | $3,625 | $1,974+83.6% | $2,747+32.0% | $2,670+35.8% |
| Participant deferral / active EE | $5,537 | $2,837+95.2% | $3,880+42.7% | $4,125+34.2% |
| Admin fee / account holder | $4,388 | $2,952+48.6% | $3,068+43.0% | $5,651-22.4% |