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 | $179,368 | $109,881+63.2% | $150,045+19.5% | $84,808+111.5% |
| Participation rate | 89.1% | 76.1%+13.0pp | 82.3%+6.8pp | 68.3%+20.8pp |
| Annual return | 11.66% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,530 | $3,561-57.0% | $4,693-67.4% | $2,631-41.8% |
| Participant deferral / active EE | $5,825 | $6,636-12.2% | $7,997-27.2% | $4,212+38.3% |
| Admin fee / account holder | $3,351 | $8,568-60.9% | $13,435-75.1% | $7,344-54.4% |