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 | $168,924 | $109,881+53.7% | $150,045+12.6% | $84,808+99.2% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.6pp | 68.3%+14.6pp |
| Annual return | 10.69% | 28.25%-17.6pp | 62.55%-51.9pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,896 | $3,561-46.7% | $4,693-59.6% | $2,631-27.9% |
| Participant deferral / active EE | $9,185 | $6,636+38.4% | $7,997+14.9% | $4,212+118.1% |
| Admin fee / account holder | $81,651 | $8,568+853.0% | $13,435+507.8% | $7,344+1011.8% |