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 | $155,784 | $72,277+115.5% | $101,248+53.9% | $79,858+95.1% |
| Participation rate | 85.2% | 68.5%+16.7pp | 75.8%+9.4pp | 69.6%+15.6pp |
| Annual return | -7.50% | 22.30%-29.8pp | 46.47%-54.0pp | 31.71%-39.2pp |
| Employer contribution / active EE | $7,102 | $2,692+163.9% | $3,660+94.1% | $2,471+187.4% |
| Participant deferral / active EE | $11,352 | $3,282+245.9% | $4,370+159.8% | $3,740+203.5% |
| Admin fee / account holder | $30,830 | $4,400+600.6% | $5,945+418.5% | $5,306+481.0% |