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 | $172,711 | $101,724+69.8% | $164,813+4.8% | $80,856+113.6% |
| Participation rate | 86.9% | 71.8%+15.1pp | 78.6%+8.3pp | 67.6%+19.2pp |
| Annual return | 9.73% | 16.72%-7.0pp | 69.93%-60.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,005 | $2,953-66.0% | $4,341-76.8% | $2,755-63.5% |
| Participant deferral / active EE | $9,070 | $4,477+102.6% | $6,031+50.4% | $4,296+111.1% |
| Admin fee / account holder | $36,151 | $8,227+339.4% | $12,690+184.9% | $6,918+422.6% |