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 | $231,573 | $78,422+195.3% | $95,952+141.3% | $79,858+190.0% |
| Participation rate | 90.0% | 73.5%+16.5pp | 77.1%+12.9pp | 69.6%+20.4pp |
| Annual return | 1.90% | 19.37%-17.5pp | 91.61%-89.7pp | 31.71%-29.8pp |
| Employer contribution / active EE | $2,623 | $1,945+34.9% | $2,541+3.2% | $2,471+6.2% |
| Participant deferral / active EE | $7,003 | $3,440+103.6% | $4,167+68.1% | $3,740+87.3% |
| Admin fee / account holder | $5,502 | $5,622-2.1% | $6,795-19.0% | $5,306+3.7% |