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 | $172,336 | $72,492+137.7% | $87,100+97.9% | $72,985+136.1% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 13.72% | 24.46%-10.7pp | 28.19%-14.5pp | 81.00%-67.3pp |
| Employer contribution / active EE | $1,049 | $1,894-44.6% | $2,521-58.4% | $2,440-57.0% |
| Participant deferral / active EE | $6,757 | $3,270+106.7% | $4,049+66.9% | $3,607+87.3% |
| Admin fee / account holder | $3,062 | $5,055-39.4% | $7,497-59.2% | $5,124-40.2% |