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 9-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 | $172,037 | $81,248+111.7% | $155,509+10.6% | $80,856+112.8% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.6%+21.8pp |
| Annual return | 8.99% | 33.31%-24.3pp | 64.67%-55.7pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,132 | $3,100-31.2% | $4,672-54.4% | $2,755-22.6% |
| Participant deferral / active EE | $4,705 | $3,452+36.3% | $5,626-16.4% | $4,296+9.5% |
| Admin fee / account holder | $9,686 | $7,997+21.1% | $15,912-39.1% | $6,918+40.0% |