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 | $176,979 | $83,477+112.0% | $125,175+41.4% | $72,985+142.5% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.8pp | 69.5%+27.1pp |
| Annual return | 13.96% | 25.78%-11.8pp | 43.79%-29.8pp | 81.00%-67.0pp |
| Employer contribution / active EE | $3,319 | $2,345+41.5% | $3,865-14.1% | $2,440+36.0% |
| Participant deferral / active EE | $7,558 | $3,585+110.8% | $4,937+53.1% | $3,607+109.5% |
| Admin fee / account holder | $101,187 | $5,517+1734.0% | $9,702+942.9% | $5,124+1874.6% |