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 | $168,021 | $73,933+127.3% | $96,683+73.8% | $75,163+123.5% |
| Participation rate | 92.6% | 66.4%+26.2pp | 74.3%+18.2pp | 67.2%+25.4pp |
| Annual return | 12.77% | 26.70%-13.9pp | 35.69%-22.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $9,533 | $2,928+225.6% | $3,737+155.1% | $2,670+257.1% |
| Participant deferral / active EE | $2,807 | $3,659-23.3% | $4,878-42.5% | $4,125-31.9% |
| Admin fee / account holder | $21,034 | $5,216+303.2% | $6,730+212.6% | $5,651+272.2% |