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 | $181,742 | $89,698+102.6% | $103,476+75.6% | $80,856+124.8% |
| Participation rate | 94.7% | 76.0%+18.8pp | 80.5%+14.2pp | 67.6%+27.1pp |
| Annual return | 10.52% | 22.78%-12.3pp | 23.90%-13.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $10,417 | $4,018+159.2% | $4,672+123.0% | $2,755+278.1% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,623-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,340 | $6,768-6.3% | $9,413-32.6% | $6,918-8.4% |