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 | $168,645 | $95,416+76.7% | $185,823-9.2% | $85,850+96.4% |
| Participation rate | 92.1% | 68.8%+23.3pp | 81.7%+10.4pp | 69.3%+22.8pp |
| Annual return | 9.53% | 23.59%-14.1pp | 122.05%-112.5pp | 318.53%-309.0pp |
| Employer contribution / active EE | $1,513 | $3,314-54.3% | $5,167-70.7% | $2,565-41.0% |
| Participant deferral / active EE | $3,966 | $3,423+15.9% | $5,568-28.8% | $3,952+0.4% |
| Admin fee / account holder | $2,167 | $7,213-70.0% | $16,237-86.7% | $6,260-65.4% |