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 | $168,195 | $89,355+88.2% | $141,162+19.2% | $72,985+130.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 17.85% | 111.85%-94.0pp | 71.39%-53.5pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,485 | $3,114-20.2% | $4,735-47.5% | $2,440+1.9% |
| Participant deferral / active EE | $8,309 | $5,418+53.4% | $6,709+23.8% | $3,607+130.3% |
| Admin fee / account holder | $1,862 | $5,958-68.8% | $10,261-81.9% | $5,124-63.7% |