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 | $184,803 | $86,929+112.6% | $102,423+80.4% | $80,856+128.6% |
| Participation rate | 93.5% | 72.4%+21.1pp | 76.5%+17.0pp | 67.6%+25.8pp |
| Annual return | 9.57% | 18.88%-9.3pp | 29.32%-19.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $4,576 | $2,369+93.1% | $3,023+51.4% | $2,755+66.1% |
| Participant deferral / active EE | $6,803 | $4,118+65.2% | $5,053+34.6% | $4,296+58.4% |
| Admin fee / account holder | $23,379 | $8,049+190.5% | $9,451+147.4% | $6,918+238.0% |