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 | $191,861 | $81,248+136.1% | $155,509+23.4% | $80,856+137.3% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 10.12% | 33.31%-23.2pp | 64.67%-54.5pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,352 | $3,100-24.1% | $4,672-49.7% | $2,755-14.6% |
| Participant deferral / active EE | $6,057 | $3,452+75.5% | $5,626+7.7% | $4,296+41.0% |
| Admin fee / account holder | $11,838 | $7,997+48.0% | $15,912-25.6% | $6,918+71.1% |