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 | $153,316 | $94,031+63.0% | $115,768+32.4% | $82,448+86.0% |
| Participation rate | 96.4% | 70.4%+25.9pp | 74.4%+22.0pp | 68.1%+28.3pp |
| Annual return | 9.56% | 20.61%-11.1pp | 100.46%-90.9pp | 41.64%-32.1pp |
| Employer contribution / active EE | $4,617 | $2,323+98.7% | $2,940+57.0% | $2,551+81.0% |
| Participant deferral / active EE | $7,095 | $3,972+78.7% | $4,917+44.3% | $4,139+71.4% |
| Admin fee / account holder | $9,995 | $10,249-2.5% | $12,439-19.6% | $7,234+38.2% |