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 | $194,602 | $67,894+186.6% | $89,340+117.8% | $82,448+136.0% |
| Participation rate | 89.2% | 64.0%+25.1pp | 69.6%+19.6pp | 68.1%+21.1pp |
| Annual return | 12.06% | 19.21%-7.1pp | 20.57%-8.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $8,108 | $1,828+343.6% | $2,231+263.4% | $2,551+217.8% |
| Participant deferral / active EE | $6,124 | $3,072+99.3% | $3,823+60.2% | $4,139+47.9% |
| Admin fee / account holder | $2,481 | $5,723-56.6% | $6,704-63.0% | $7,234-65.7% |