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 | $185,935 | $81,248+128.8% | $155,509+19.6% | $80,856+130.0% |
| Participation rate | 93.2% | 66.2%+26.9pp | 78.2%+15.0pp | 67.6%+25.5pp |
| Annual return | 10.40% | 33.31%-22.9pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $6,003 | $3,100+93.6% | $4,672+28.5% | $2,755+117.9% |
| Participant deferral / active EE | $8,608 | $3,452+149.4% | $5,626+53.0% | $4,296+100.4% |
| Admin fee / account holder | $59,916 | $7,997+649.2% | $15,912+276.5% | $6,918+766.1% |