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 | $188,539 | $76,552+146.3% | $123,892+52.2% | $62,891+199.8% |
| Participation rate | 86.0% | 73.0%+13.1pp | 81.4%+4.6pp | 69.3%+16.7pp |
| Annual return | 5.51% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $4,374 | $2,883+51.7% | $4,617-5.3% | $2,281+91.8% |
| Participant deferral / active EE | $11,218 | $4,840+131.8% | $5,984+87.5% | $3,203+250.3% |
| Admin fee / account holder | $24,318 | $4,826+403.9% | $8,357+191.0% | $4,296+466.1% |