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 | $166,156 | $87,733+89.4% | $106,548+55.9% | $85,850+93.5% |
| Participation rate | 96.4% | 71.9%+24.5pp | 76.1%+20.3pp | 69.3%+27.1pp |
| Annual return | 10.84% | 21.86%-11.0pp | 26.80%-16.0pp | 318.53%-307.7pp |
| Employer contribution / active EE | $3,227 | $2,073+55.7% | $2,819+14.5% | $2,565+25.8% |
| Participant deferral / active EE | $7,635 | $3,469+120.1% | $4,398+73.6% | $3,952+93.2% |
| Admin fee / account holder | $8,366 | $6,767+23.6% | $7,407+12.9% | $6,260+33.6% |