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 | $181,002 | $99,985+81.0% | $146,665+23.4% | $85,850+110.8% |
| Participation rate | 91.1% | 73.1%+18.0pp | 80.1%+11.0pp | 69.3%+21.8pp |
| Annual return | 10.15% | 18.93%-8.8pp | 22.74%-12.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $6,391 | $2,559+149.8% | $4,136+54.5% | $2,565+149.1% |
| Participant deferral / active EE | $5,666 | $4,006+41.5% | $5,506+2.9% | $3,952+43.4% |
| Admin fee / account holder | $4,016 | $7,702-47.9% | $10,280-60.9% | $6,260-35.9% |