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 | $167,991 | $81,460+106.2% | $103,333+62.6% | $80,856+107.8% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 8.34% | 25.55%-17.2pp | 24.88%-16.5pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,055 | $3,105-33.8% | $3,868-46.9% | $2,755-25.4% |
| Participant deferral / active EE | $7,593 | $3,869+96.3% | $5,057+50.1% | $4,296+76.8% |
| Admin fee / account holder | $21,549 | $6,566+228.2% | $8,355+157.9% | $6,918+211.5% |