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 | $152,024 | $76,367+99.1% | $93,606+62.4% | $72,985+108.3% |
| Participation rate | 96.4% | 71.7%+24.6pp | 75.8%+20.5pp | 69.5%+26.9pp |
| Annual return | 14.80% | 25.82%-11.0pp | 32.76%-18.0pp | 81.00%-66.2pp |
| Employer contribution / active EE | $9,630 | $2,275+323.2% | $2,718+254.3% | $2,440+294.7% |
| Participant deferral / active EE | $6,836 | $3,538+93.2% | $4,069+68.0% | $3,607+89.5% |
| Admin fee / account holder | $3,477 | $6,838-49.2% | $7,888-55.9% | $5,124-32.2% |