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 | $161,204 | $76,552+110.6% | $123,892+30.1% | $62,891+156.3% |
| Participation rate | 96.9% | 73.0%+23.9pp | 81.4%+15.5pp | 69.3%+27.6pp |
| Annual return | 4.31% | 18.68%-14.4pp | 47.52%-43.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $7,425 | $2,883+157.6% | $4,617+60.8% | $2,281+225.6% |
| Participant deferral / active EE | $6,453 | $4,840+33.3% | $5,984+7.8% | $3,203+101.5% |
| Admin fee / account holder | $5,414 | $4,826+12.2% | $8,357-35.2% | $4,296+26.0% |