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 | $176,946 | $86,929+103.6% | $102,423+72.8% | $80,856+118.8% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.6%+29.7pp |
| Annual return | 10.05% | 18.88%-8.8pp | 29.32%-19.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,144 | $2,369+32.7% | $3,023+4.0% | $2,755+14.1% |
| Participant deferral / active EE | $8,353 | $4,118+102.8% | $5,053+65.3% | $4,296+94.4% |
| Admin fee / account holder | $50,473 | $8,049+527.1% | $9,451+434.1% | $6,918+629.6% |