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 | $163,793 | $109,413+49.7% | $156,263+4.8% | $84,808+93.1% |
| Participation rate | 81.8% | 72.7%+9.1pp | 78.9%+2.9pp | 68.3%+13.5pp |
| Annual return | 12.48% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $6,225 | $2,907+114.1% | $4,333+43.7% | $2,631+136.6% |
| Participant deferral / active EE | $12,837 | $4,590+179.7% | $6,158+108.4% | $4,212+204.8% |
| Admin fee / account holder | $26,431 | $9,357+182.5% | $14,255+85.4% | $7,344+259.9% |