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 | $148,684 | $54,762+171.5% | $90,281+64.7% | $72,985+103.7% |
| Participation rate | 90.0% | 65.1%+24.9pp | 73.3%+16.7pp | 69.5%+20.5pp |
| Annual return | 2.67% | 30.63%-28.0pp | 78.10%-75.4pp | 81.00%-78.3pp |
| Employer contribution / active EE | $1,712 | $2,092-18.2% | $2,854-40.0% | $2,440-29.8% |
| Participant deferral / active EE | $6,723 | $2,887+132.9% | $3,885+73.0% | $3,607+86.4% |
| Admin fee / account holder | $16,271 | $3,972+309.6% | $5,351+204.1% | $5,124+217.5% |