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 | $203,534 | $74,927+171.6% | $101,794+99.9% | $84,808+140.0% |
| Participation rate | 78.8% | 61.4%+17.4pp | 69.2%+9.6pp | 68.3%+10.5pp |
| Annual return | 4.62% | 18.70%-14.1pp | 30.53%-25.9pp | 40.90%-36.3pp |
| Employer contribution / active EE | $1,911 | $1,522+25.6% | $2,289-16.5% | $2,631-27.4% |
| Participant deferral / active EE | $8,118 | $3,099+161.9% | $4,084+98.8% | $4,212+92.7% |
| Admin fee / account holder | $16,948 | $6,514+160.2% | $8,777+93.1% | $7,344+130.8% |