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 | $173,261 | $109,881+57.7% | $150,045+15.5% | $84,808+104.3% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 13.24% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,954 | $3,561-17.0% | $4,693-37.0% | $2,631+12.3% |
| Participant deferral / active EE | $8,720 | $6,636+31.4% | $7,997+9.0% | $4,212+107.1% |
| Admin fee / account holder | $29,387 | $8,568+243.0% | $13,435+118.7% | $7,344+300.2% |