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 | $146,117 | $66,098+121.1% | $101,794+43.5% | $74,304+96.6% |
| Participation rate | 76.1% | 53.8%+22.4pp | 69.2%+7.0pp | 60.3%+15.8pp |
| Annual return | 12.22% | 19.59%-7.4pp | 30.53%-18.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,669 | $1,082+54.3% | $2,289-27.1% | $2,241-25.6% |
| Participant deferral / active EE | $7,133 | $2,781+156.5% | $4,084+74.7% | $3,767+89.3% |
| Admin fee / account holder | $32,794 | $4,146+691.0% | $8,777+273.6% | $2,969+1004.6% |