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 | $146,161 | $78,705+85.7% | $117,854+24.0% | $70,131+108.4% |
| Participation rate | 87.5% | 73.2%+14.3pp | 79.7%+7.8pp | 69.5%+18.0pp |
| Annual return | 12.24% | 23.30%-11.1pp | 335.08%-322.8pp | 73.14%-60.9pp |
| Employer contribution / active EE | $503 | $2,223-77.4% | $3,786-86.7% | $2,342-78.5% |
| Participant deferral / active EE | $4,639 | $3,297+40.7% | $4,482+3.5% | $3,332+39.2% |
| Admin fee / account holder | $8,835 | $5,065+74.4% | $8,020+10.2% | $4,645+90.2% |