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 | $171,775 | $111,754+53.7% | $103,333+66.2% | $145,922+17.7% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 8.62% | 24.77%-16.2pp | 24.88%-16.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $7,397 | $4,212+75.6% | $3,868+91.2% | $4,660+58.7% |
| Participant deferral / active EE | $8,873 | $5,619+57.9% | $5,057+75.4% | $6,688+32.7% |
| Admin fee / account holder | $21,309 | $9,750+118.5% | $8,355+155.1% | $13,397+59.1% |