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 | $165,320 | $79,944+106.8% | $98,439+67.9% | $75,163+119.9% |
| Participation rate | 91.5% | 70.4%+21.2pp | 75.2%+16.4pp | 67.2%+24.3pp |
| Annual return | 11.44% | 19.75%-8.3pp | 21.16%-9.7pp | 160.62%-149.2pp |
| Employer contribution / active EE | $9,619 | $2,264+324.9% | $3,048+215.6% | $2,670+260.3% |
| Participant deferral / active EE | $6,694 | $3,752+78.4% | $4,738+41.3% | $4,125+62.3% |
| Admin fee / account holder | $14,142 | $6,840+106.8% | $8,948+58.1% | $5,651+150.3% |