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 | $138,033 | $89,355+54.5% | $141,162-2.2% | $72,985+89.1% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-1.0pp | 69.5%+12.0pp |
| Annual return | 17.37% | 111.85%-94.5pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,182 | $3,114-62.1% | $4,735-75.0% | $2,440-51.6% |
| Participant deferral / active EE | $6,414 | $5,418+18.4% | $6,709-4.4% | $3,607+77.8% |
| Admin fee / account holder | $9,606 | $5,958+61.2% | $10,261-6.4% | $5,124+87.5% |