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 | $193,376 | $74,927+158.1% | $101,794+90.0% | $84,808+128.0% |
| Participation rate | 97.8% | 61.4%+36.4pp | 69.2%+28.7pp | 68.3%+29.5pp |
| Annual return | 9.14% | 18.70%-9.6pp | 30.53%-21.4pp | 40.90%-31.8pp |
| Employer contribution / active EE | $10,179 | $1,522+568.9% | $2,289+344.7% | $2,631+286.9% |
| Participant deferral / active EE | $3,467 | $3,099+11.9% | $4,084-15.1% | $4,212-17.7% |
| Admin fee / account holder | $41,748 | $6,514+540.9% | $8,777+375.6% | $7,344+468.5% |