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 | $181,901 | $58,627+210.3% | $76,735+137.1% | $82,448+120.6% |
| Participation rate | 97.8% | 63.2%+34.6pp | 69.5%+28.3pp | 68.1%+29.8pp |
| Annual return | 11.87% | 39.10%-27.2pp | 29.77%-17.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $16,867 | $1,729+875.5% | $2,454+587.3% | $2,551+561.2% |
| Participant deferral / active EE | $7,698 | $3,134+145.7% | $4,088+88.3% | $4,139+86.0% |
| Admin fee / account holder | $23,154 | $5,323+335.0% | $7,189+222.1% | $7,234+220.1% |