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 | $235,290 | $95,803+145.6% | $113,168+107.9% | $84,808+177.4% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 4.16% | 25.00%-20.8pp | 24.27%-20.1pp | 40.90%-36.7pp |
| Employer contribution / active EE | $3,560 | $2,360+50.9% | $2,975+19.7% | $2,631+35.3% |
| Participant deferral / active EE | $8,352 | $4,242+96.9% | $5,107+63.5% | $4,212+98.3% |
| Admin fee / account holder | $19,351 | $8,989+115.3% | $12,068+60.4% | $7,344+163.5% |