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 | $148,730 | $101,763+46.2% | $164,866-9.8% | $80,874+83.9% |
| Participation rate | 77.2% | 71.8%+5.4pp | 78.6%-1.4pp | 67.6%+9.5pp |
| Annual return | 10.22% | 16.73%-6.5pp | 69.97%-59.8pp | 35.62%-25.4pp |
| Employer contribution / active EE | $8,772 | $2,954+196.9% | $4,343+102.0% | $2,756+218.3% |
| Participant deferral / active EE | $2,867 | $4,477-35.9% | $6,033-52.5% | $4,297-33.3% |
| Admin fee / account holder | $18,494 | $8,228+124.8% | $12,689+45.7% | $6,935+166.7% |