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 | $180,303 | $89,355+101.8% | $141,162+27.7% | $72,985+147.0% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 18.58% | 111.85%-93.3pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,387 | $3,114-55.5% | $4,735-70.7% | $2,440-43.1% |
| Participant deferral / active EE | $10,650 | $5,418+96.6% | $6,709+58.7% | $3,607+195.2% |
| Admin fee / account holder | $15,350 | $5,958+157.6% | $10,261+49.6% | $5,124+199.6% |