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 | $181,210 | $85,202+112.7% | $172,739+4.9% | $72,985+148.3% |
| Participation rate | 82.2% | 70.1%+12.2pp | 82.6%-0.4pp | 69.5%+12.7pp |
| Annual return | 12.23% | 27.32%-15.1pp | 802.84%-790.6pp | 81.00%-68.8pp |
| Employer contribution / active EE | $5,682 | $3,324+70.9% | $5,143+10.5% | $2,440+132.9% |
| Participant deferral / active EE | $3,491 | $3,260+7.1% | $5,198-32.8% | $3,607-3.2% |
| Admin fee / account holder | $139,669 | $5,884+2273.8% | $13,954+900.9% | $5,124+2625.6% |