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 | $148,388 | $89,355+66.1% | $141,162+5.1% | $72,985+103.3% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.7pp | 69.5%+20.7pp |
| Annual return | 18.09% | 111.85%-93.8pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,585 | $3,114-17.0% | $4,735-45.4% | $2,440+5.9% |
| Participant deferral / active EE | $7,326 | $5,418+35.2% | $6,709+9.2% | $3,607+103.1% |
| Admin fee / account holder | $12,280 | $5,958+106.1% | $10,261+19.7% | $5,124+139.6% |