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 | $239,330 | $95,803+149.8% | $113,168+111.5% | $84,808+182.2% |
| Participation rate | 86.0% | 72.9%+13.2pp | 76.6%+9.5pp | 68.3%+17.7pp |
| Annual return | 10.96% | 25.00%-14.0pp | 24.27%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,362 | $2,360+42.5% | $2,975+13.0% | $2,631+27.8% |
| Participant deferral / active EE | $6,894 | $4,242+62.5% | $5,107+35.0% | $4,212+63.7% |
| Admin fee / account holder | $10,860 | $8,989+20.8% | $12,068-10.0% | $7,344+47.9% |