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 | $200,207 | $72,492+176.2% | $87,100+129.9% | $72,985+174.3% |
| Participation rate | 88.7% | 72.8%+15.9pp | 76.9%+11.8pp | 69.5%+19.2pp |
| Annual return | 14.24% | 24.46%-10.2pp | 28.19%-14.0pp | 81.00%-66.8pp |
| Employer contribution / active EE | $2,774 | $1,894+46.5% | $2,521+10.0% | $2,440+13.7% |
| Participant deferral / active EE | $7,423 | $3,270+127.0% | $4,049+83.4% | $3,607+105.8% |
| Admin fee / account holder | $32,059 | $5,055+534.2% | $7,497+327.6% | $5,124+525.6% |