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 | $177,690 | $48,076+269.6% | $78,689+125.8% | $62,891+182.5% |
| Participation rate | 95.9% | 65.2%+30.7pp | 73.6%+22.4pp | 69.3%+26.6pp |
| Annual return | -1.10% | 31.35%-32.5pp | 62.18%-63.3pp | 20.14%-21.2pp |
| Employer contribution / active EE | $7,085 | $2,015+251.7% | $2,851+148.6% | $2,281+210.6% |
| Participant deferral / active EE | $6,341 | $2,588+145.0% | $3,517+80.3% | $3,203+98.0% |
| Admin fee / account holder | $44,361 | $3,207+1283.1% | $4,510+883.5% | $4,296+932.7% |