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 | $137,517 | $86,929+58.2% | $102,423+34.3% | $80,856+70.1% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.6%+29.8pp |
| Annual return | 10.22% | 18.88%-8.7pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $6,357 | $2,369+168.3% | $3,023+110.3% | $2,755+130.8% |
| Participant deferral / active EE | $4,933 | $4,118+19.8% | $5,053-2.4% | $4,296+14.8% |
| Admin fee / account holder | $17,088 | $8,049+112.3% | $9,451+80.8% | $6,918+147.0% |