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 | $166,656 | $72,277+130.6% | $101,248+64.6% | $79,858+108.7% |
| Participation rate | 86.8% | 68.5%+18.3pp | 75.8%+11.0pp | 69.6%+17.1pp |
| Annual return | 9.12% | 22.30%-13.2pp | 46.47%-37.4pp | 31.71%-22.6pp |
| Employer contribution / active EE | $3,939 | $2,692+46.4% | $3,660+7.6% | $2,471+59.4% |
| Participant deferral / active EE | $6,315 | $3,282+92.4% | $4,370+44.5% | $3,740+68.8% |
| Admin fee / account holder | $19,569 | $4,400+344.7% | $5,945+229.1% | $5,306+268.8% |