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 | $143,312 | $98,750+45.1% | $149,696-4.3% | $79,858+79.5% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 8.05% | 27.43%-19.4pp | 276.60%-268.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $8,388 | $3,216+160.8% | $4,644+80.6% | $2,471+239.5% |
| Participant deferral / active EE | $5,336 | $5,680-6.1% | $6,842-22.0% | $3,740+42.7% |
| Admin fee / account holder | $35,155 | $6,053+480.8% | $9,309+277.7% | $5,306+562.5% |