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 | $184,754 | $76,367+141.9% | $93,606+97.4% | $72,985+153.1% |
| Participation rate | 93.1% | 71.7%+21.4pp | 75.8%+17.3pp | 69.5%+23.6pp |
| Annual return | 13.27% | 25.82%-12.5pp | 32.76%-19.5pp | 81.00%-67.7pp |
| Employer contribution / active EE | $2,768 | $2,275+21.7% | $2,718+1.8% | $2,440+13.4% |
| Participant deferral / active EE | $3,234 | $3,538-8.6% | $4,069-20.5% | $3,607-10.4% |
| Admin fee / account holder | $103,060 | $6,838+1407.1% | $7,888+1206.5% | $5,124+1911.2% |