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 | $184,419 | $93,571+97.1% | $135,903+35.7% | $75,163+145.4% |
| Participation rate | 76.2% | 75.2%+1.0pp | 81.9%-5.7pp | 67.2%+9.0pp |
| Annual return | 13.39% | 30.90%-17.5pp | 68.23%-54.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,857 | $3,537-47.5% | $4,856-61.8% | $2,670-30.4% |
| Participant deferral / active EE | $10,237 | $6,404+59.9% | $7,758+32.0% | $4,125+148.2% |
| Admin fee / account holder | $36,247 | $6,975+419.6% | $10,762+236.8% | $5,651+541.4% |