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 | $214,729 | $81,248+164.3% | $155,509+38.1% | $80,856+165.6% |
| Participation rate | 72.9% | 66.2%+6.7pp | 78.2%-5.3pp | 67.6%+5.3pp |
| Annual return | 7.88% | 33.31%-25.4pp | 64.67%-56.8pp | 35.59%-27.7pp |
| Employer contribution / active EE | $5,161 | $3,100+66.5% | $4,672+10.5% | $2,755+87.4% |
| Participant deferral / active EE | $6,393 | $3,452+85.2% | $5,626+13.6% | $4,296+48.8% |
| Admin fee / account holder | $39,479 | $7,997+393.7% | $15,912+148.1% | $6,918+470.7% |