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 | $180,542 | $109,881+64.3% | $150,045+20.3% | $84,808+112.9% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 12.95% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,443 | $3,561-31.4% | $4,693-48.0% | $2,631-7.2% |
| Participant deferral / active EE | $6,429 | $6,636-3.1% | $7,997-19.6% | $4,212+52.7% |
| Admin fee / account holder | $919 | $8,568-89.3% | $13,435-93.2% | $7,344-87.5% |