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 | $164,244 | $91,190+80.1% | $178,490-8.0% | $79,858+105.7% |
| Participation rate | 98.0% | 69.2%+28.8pp | 81.9%+16.1pp | 69.6%+28.4pp |
| Annual return | 9.22% | 24.19%-15.0pp | 151.07%-141.9pp | 31.71%-22.5pp |
| Employer contribution / active EE | $6,327 | $3,256+94.3% | $5,011+26.3% | $2,471+156.1% |
| Participant deferral / active EE | $5,053 | $3,236+56.1% | $5,202-2.9% | $3,740+35.1% |
| Admin fee / account holder | $17,337 | $6,751+156.8% | $13,984+24.0% | $5,306+226.7% |