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 | $153,249 | $109,881+39.5% | $150,045+2.1% | $84,808+80.7% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 10.85% | 28.25%-17.4pp | 62.55%-51.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,103 | $3,561-69.0% | $4,693-76.5% | $2,631-58.1% |
| Participant deferral / active EE | $12,723 | $6,636+91.7% | $7,997+59.1% | $4,212+202.1% |
| Admin fee / account holder | $36,384 | $8,568+324.6% | $13,435+170.8% | $7,344+395.4% |