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 | $172,378 | $109,881+56.9% | $150,045+14.9% | $84,808+103.3% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 13.89% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,201 | $3,561-38.2% | $4,693-53.1% | $2,631-16.4% |
| Participant deferral / active EE | $6,614 | $6,636-0.3% | $7,997-17.3% | $4,212+57.0% |
| Admin fee / account holder | $21,650 | $8,568+152.7% | $13,435+61.2% | $7,344+194.8% |