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 | $173,745 | $106,749+62.8% | $145,433+19.5% | $82,448+110.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 8.75% | 27.59%-18.8pp | 66.58%-57.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $4,718 | $3,444+37.0% | $4,554+3.6% | $2,551+85.0% |
| Participant deferral / active EE | $9,130 | $6,519+40.1% | $7,897+15.6% | $4,139+120.6% |
| Admin fee / account holder | $16,308 | $8,390+94.4% | $13,129+24.2% | $7,234+125.4% |