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 | $175,021 | $80,673+117.0% | $101,326+72.7% | $84,808+106.4% |
| Participation rate | 94.0% | 77.8%+16.2pp | 81.5%+12.5pp | 68.3%+25.7pp |
| Annual return | 13.80% | 38.95%-25.1pp | 36.82%-23.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $886 | $2,698-67.2% | $3,665-75.8% | $2,631-66.3% |
| Participant deferral / active EE | $9,678 | $6,840+41.5% | $7,994+21.1% | $4,212+129.8% |
| Admin fee / account holder | $18,110 | $12,784+41.7% | $11,185+61.9% | $7,344+146.6% |