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 | $220,181 | $81,248+171.0% | $155,509+41.6% | $80,856+172.3% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 9.94% | 33.31%-23.4pp | 64.67%-54.7pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,684 | $3,100+18.8% | $4,672-21.1% | $2,755+33.7% |
| Participant deferral / active EE | $9,186 | $3,452+166.1% | $5,626+63.3% | $4,296+113.8% |
| Admin fee / account holder | $2,645 | $7,997-66.9% | $15,912-83.4% | $6,918-61.8% |