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 | $167,325 | $66,402+152.0% | $109,895+52.3% | $85,850+94.9% |
| Participation rate | 78.8% | 63.9%+14.9pp | 74.2%+4.6pp | 69.3%+9.5pp |
| Annual return | 9.52% | 19.59%-10.1pp | 29.45%-19.9pp | 318.53%-309.0pp |
| Employer contribution / active EE | $2,240 | $1,687+32.8% | $2,842-21.2% | $2,565-12.7% |
| Participant deferral / active EE | $4,725 | $2,842+66.2% | $4,048+16.7% | $3,952+19.6% |
| Admin fee / account holder | $18,184 | $4,557+299.0% | $6,066+199.8% | $6,260+190.5% |