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 | $153,747 | $98,750+55.7% | $149,696+2.7% | $79,858+92.5% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.5%-9.5pp | 69.6%+3.3pp |
| Annual return | 9.18% | 27.43%-18.2pp | 276.60%-267.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $3,979 | $3,216+23.7% | $4,644-14.3% | $2,471+61.0% |
| Participant deferral / active EE | $10,247 | $5,680+80.4% | $6,842+49.8% | $3,740+174.0% |
| Admin fee / account holder | $10,121 | $6,053+67.2% | $9,309+8.7% | $5,306+90.7% |