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 | $168,741 | $83,477+102.1% | $125,175+34.8% | $72,985+131.2% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.5%+26.5pp |
| Annual return | 14.70% | 25.78%-11.1pp | 43.79%-29.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $5,349 | $2,345+128.1% | $3,865+38.4% | $2,440+119.3% |
| Participant deferral / active EE | $6,920 | $3,585+93.0% | $4,937+40.2% | $3,607+91.8% |
| Admin fee / account holder | $13,384 | $5,517+142.6% | $9,702+37.9% | $5,124+161.2% |