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 | $188,596 | $95,803+96.9% | $113,168+66.7% | $84,808+122.4% |
| Participation rate | 92.7% | 72.9%+19.8pp | 76.6%+16.1pp | 68.3%+24.4pp |
| Annual return | 9.70% | 25.00%-15.3pp | 24.27%-14.6pp | 40.90%-31.2pp |
| Employer contribution / active EE | $5,431 | $2,360+130.1% | $2,975+82.5% | $2,631+106.4% |
| Participant deferral / active EE | $5,612 | $4,242+32.3% | $5,107+9.9% | $4,212+33.3% |
| Admin fee / account holder | $572 | $8,989-93.6% | $12,068-95.3% | $7,344-92.2% |