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 | $229,328 | $80,717+184.1% | $154,803+48.1% | $84,808+170.4% |
| Participation rate | 82.2% | 66.8%+15.4pp | 78.1%+4.2pp | 68.3%+13.9pp |
| Annual return | 11.53% | 37.96%-26.4pp | 58.88%-47.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $4,495 | $2,761+62.8% | $4,305+4.4% | $2,631+70.9% |
| Participant deferral / active EE | $7,414 | $3,303+124.5% | $5,540+33.8% | $4,212+76.0% |
| Admin fee / account holder | $9,647 | $6,746+43.0% | $14,329-32.7% | $7,344+31.4% |