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 | $182,403 | $98,750+84.7% | $149,696+21.8% | $79,858+128.4% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.5%+10.2pp | 69.6%+23.1pp |
| Annual return | 11.47% | 27.43%-16.0pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $4,901 | $3,216+52.4% | $4,644+5.5% | $2,471+98.3% |
| Participant deferral / active EE | $12,654 | $5,680+122.8% | $6,842+85.0% | $3,740+238.3% |
| Admin fee / account holder | $1,972 | $6,053-67.4% | $9,309-78.8% | $5,306-62.8% |