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 | $162,764 | $85,202+91.0% | $172,739-5.8% | $72,985+123.0% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 0.20% | 27.32%-27.1pp | 802.84%-802.6pp | 81.00%-80.8pp |
| Employer contribution / active EE | $8,259 | $3,324+148.5% | $5,143+60.6% | $2,440+238.5% |
| Participant deferral / active EE | $5,921 | $3,260+81.6% | $5,198+13.9% | $3,607+64.1% |
| Admin fee / account holder | $15,535 | $5,884+164.0% | $13,954+11.3% | $5,124+203.2% |