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 | $158,879 | $109,881+44.6% | $150,045+5.9% | $84,808+87.3% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 13.04% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,073 | $3,561+14.4% | $4,693-13.2% | $2,631+54.8% |
| Participant deferral / active EE | $8,123 | $6,636+22.4% | $7,997+1.6% | $4,212+92.9% |
| Admin fee / account holder | $9,259 | $8,568+8.1% | $13,435-31.1% | $7,344+26.1% |