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 | $172,937 | $98,750+75.1% | $149,696+15.5% | $79,858+116.6% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 9.09% | 27.43%-18.3pp | 276.60%-267.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,819 | $3,216-43.5% | $4,644-60.8% | $2,471-26.4% |
| Participant deferral / active EE | $10,330 | $5,680+81.9% | $6,842+51.0% | $3,740+176.2% |
| Admin fee / account holder | $17,003 | $6,053+180.9% | $9,309+82.7% | $5,306+220.4% |