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 | $161,304 | $83,477+93.2% | $125,175+28.9% | $72,985+121.0% |
| Participation rate | 91.5% | 73.3%+18.2pp | 79.8%+11.7pp | 69.5%+22.0pp |
| Annual return | 10.29% | 25.78%-15.5pp | 43.79%-33.5pp | 81.00%-70.7pp |
| Employer contribution / active EE | $6,946 | $2,345+196.2% | $3,865+79.7% | $2,440+184.7% |
| Participant deferral / active EE | $4,868 | $3,585+35.8% | $4,937-1.4% | $3,607+34.9% |
| Admin fee / account holder | $10,004 | $5,517+81.3% | $9,702+3.1% | $5,124+95.2% |