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 | $201,128 | $59,101+240.3% | $77,163+160.7% | $75,163+167.6% |
| Participation rate | 96.9% | 63.9%+33.0pp | 69.6%+27.3pp | 67.2%+29.7pp |
| Annual return | 6.89% | 26.71%-19.8pp | 37.87%-31.0pp | 160.62%-153.7pp |
| Employer contribution / active EE | $3,036 | $1,995+52.1% | $2,535+19.8% | $2,670+13.7% |
| Participant deferral / active EE | $5,451 | $2,999+81.7% | $3,833+42.2% | $4,125+32.1% |
| Admin fee / account holder | $23,230 | $4,774+386.6% | $5,472+324.5% | $5,651+311.1% |