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 | $193,961 | $109,881+76.5% | $150,045+29.3% | $84,808+128.7% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 13.83% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,358 | $3,561+22.4% | $4,693-7.1% | $2,631+65.6% |
| Participant deferral / active EE | $10,260 | $6,636+54.6% | $7,997+28.3% | $4,212+143.6% |
| Admin fee / account holder | $7,283 | $8,568-15.0% | $13,435-45.8% | $7,344-0.8% |