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 | $177,298 | $148,978+19.0% | $200,582-11.6% | $84,808+109.1% |
| Participation rate | 87.2% | 84.2%+3.0pp | 86.9%+0.3pp | 68.3%+18.9pp |
| Annual return | 13.01% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $20,334 | $4,815+322.3% | $6,419+216.8% | $2,631+672.9% |
| Participant deferral / active EE | $15,401 | $7,142+115.6% | $9,331+65.0% | $4,212+265.7% |
| Admin fee / account holder | $119,450 | $13,977+754.6% | $16,305+632.6% | $7,344+1526.5% |