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 | $155,498 | $72,492+114.5% | $87,100+78.5% | $72,985+113.1% |
| Participation rate | 80.9% | 72.8%+8.0pp | 76.9%+4.0pp | 69.5%+11.4pp |
| Annual return | 13.32% | 24.46%-11.1pp | 28.19%-14.9pp | 81.00%-67.7pp |
| Employer contribution / active EE | $2,766 | $1,894+46.0% | $2,521+9.7% | $2,440+13.4% |
| Participant deferral / active EE | $1,807 | $3,270-44.7% | $4,049-55.4% | $3,607-49.9% |
| Admin fee / account holder | $11,794 | $5,055+133.3% | $7,497+57.3% | $5,124+130.2% |