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 | $170,063 | $106,749+59.3% | $145,433+16.9% | $82,448+106.3% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 12.94% | 27.59%-14.7pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $5,172 | $3,444+50.2% | $4,554+13.6% | $2,551+102.8% |
| Participant deferral / active EE | $7,785 | $6,519+19.4% | $7,897-1.4% | $4,139+88.1% |
| Admin fee / account holder | $17,019 | $8,390+102.9% | $13,129+29.6% | $7,234+135.3% |