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 | $128,861 | $65,365+97.1% | $92,893+38.7% | $72,985+76.6% |
| Participation rate | 93.9% | 68.3%+25.6pp | 76.0%+17.9pp | 69.5%+24.5pp |
| Annual return | 13.77% | 42.10%-28.3pp | 109.41%-95.6pp | 81.00%-67.2pp |
| Employer contribution / active EE | $6,012 | $2,594+131.8% | $3,653+64.6% | $2,440+146.4% |
| Participant deferral / active EE | $6,304 | $3,128+101.5% | $4,236+48.8% | $3,607+74.8% |
| Admin fee / account holder | $31,820 | $4,251+648.5% | $5,794+449.2% | $5,124+521.0% |