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 | $124,944 | $76,367+63.6% | $93,606+33.5% | $72,985+71.2% |
| Participation rate | 93.0% | 71.7%+21.2pp | 75.8%+17.2pp | 69.5%+23.5pp |
| Annual return | 13.60% | 25.82%-12.2pp | 32.76%-19.2pp | 81.00%-67.4pp |
| Employer contribution / active EE | $3,528 | $2,275+55.1% | $2,718+29.8% | $2,440+44.6% |
| Participant deferral / active EE | $6,039 | $3,538+70.7% | $4,069+48.4% | $3,607+67.4% |
| Admin fee / account holder | $90,504 | $6,838+1223.5% | $7,888+1047.3% | $5,124+1666.2% |