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 | $158,806 | $86,286+84.0% | $111,297+42.7% | $85,850+85.0% |
| Participation rate | 87.8% | 73.3%+14.4pp | 77.3%+10.4pp | 69.3%+18.4pp |
| Annual return | 10.74% | 19.99%-9.2pp | 54.65%-43.9pp | 318.53%-307.8pp |
| Employer contribution / active EE | $3,357 | $2,043+64.3% | $2,731+22.9% | $2,565+30.9% |
| Participant deferral / active EE | $5,368 | $3,641+47.4% | $4,487+19.6% | $3,952+35.8% |
| Admin fee / account holder | $20,349 | $8,188+148.5% | $7,964+155.5% | $6,260+225.1% |