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 | $142,442 | $81,233+75.3% | $155,567-8.4% | $80,874+76.1% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 8.61% | 33.33%-24.7pp | 64.74%-56.1pp | 35.62%-27.0pp |
| Employer contribution / active EE | $11,577 | $3,101+273.4% | $4,674+147.7% | $2,756+320.1% |
| Participant deferral / active EE | $7,179 | $3,452+108.0% | $5,628+27.6% | $4,297+67.1% |
| Admin fee / account holder | $54,809 | $7,998+585.3% | $15,916+244.4% | $6,935+690.3% |