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 | $167,113 | $109,881+52.1% | $150,045+11.4% | $84,808+97.1% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 12.57% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $5,986 | $3,561+68.1% | $4,693+27.6% | $2,631+127.5% |
| Participant deferral / active EE | $8,465 | $6,636+27.6% | $7,997+5.9% | $4,212+101.0% |
| Admin fee / account holder | $20,425 | $8,568+138.4% | $13,435+52.0% | $7,344+178.1% |