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 | $132,892 | $73,933+79.7% | $96,683+37.5% | $75,163+76.8% |
| Participation rate | 90.5% | 66.4%+24.1pp | 74.3%+16.1pp | 67.2%+23.3pp |
| Annual return | 6.88% | 26.70%-19.8pp | 35.69%-28.8pp | 160.62%-153.7pp |
| Employer contribution / active EE | $8,694 | $2,928+196.9% | $3,737+132.7% | $2,670+225.6% |
| Participant deferral / active EE | $6,541 | $3,659+78.8% | $4,878+34.1% | $4,125+58.6% |
| Admin fee / account holder | $7,568 | $5,216+45.1% | $6,730+12.5% | $5,651+33.9% |