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 | $173,438 | $95,453+81.7% | $112,040+54.8% | $82,448+110.4% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.5%+12.0pp | 68.1%+20.4pp |
| Annual return | 11.08% | 23.92%-12.8pp | 24.52%-13.4pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,895 | $2,318-18.2% | $2,954-35.8% | $2,551-25.7% |
| Participant deferral / active EE | $7,784 | $4,224+84.3% | $5,098+52.7% | $4,139+88.0% |
| Admin fee / account holder | $2,608 | $9,013-71.1% | $12,098-78.4% | $7,234-64.0% |