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 | $150,097 | $55,706+169.4% | $75,886+97.8% | $72,985+105.7% |
| Participation rate | 97.9% | 61.1%+36.8pp | 69.3%+28.6pp | 69.5%+28.4pp |
| Annual return | 16.41% | 27.59%-11.2pp | 30.76%-14.3pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,775 | $1,687+64.5% | $2,500+11.0% | $2,440+13.7% |
| Participant deferral / active EE | $4,651 | $2,634+76.6% | $3,603+29.1% | $3,607+28.9% |
| Admin fee / account holder | $12,859 | $3,978+223.2% | $5,418+137.3% | $5,124+150.9% |