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 | $180,982 | $89,753+101.6% | $107,525+68.3% | $84,808+113.4% |
| Participation rate | 94.7% | 68.1%+26.7pp | 75.1%+19.7pp | 68.3%+26.4pp |
| Annual return | 12.54% | 29.48%-16.9pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $17,133 | $3,113+450.3% | $3,754+356.4% | $2,631+551.2% |
| Participant deferral / active EE | $8,846 | $4,056+118.1% | $5,116+72.9% | $4,212+110.0% |
| Admin fee / account holder | $7,454 | $7,222+3.2% | $8,919-16.4% | $7,344+1.5% |