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 | $151,240 | $91,552+65.2% | $133,956+12.9% | $79,858+89.4% |
| Participation rate | 94.0% | 73.3%+20.7pp | 79.8%+14.2pp | 69.6%+24.4pp |
| Annual return | 4.97% | 61.85%-56.9pp | 45.09%-40.1pp | 31.71%-26.7pp |
| Employer contribution / active EE | $3,385 | $2,384+42.0% | $3,919-13.6% | $2,471+37.0% |
| Participant deferral / active EE | $5,366 | $3,733+43.7% | $5,048+6.3% | $3,740+43.5% |
| Admin fee / account holder | $16,308 | $6,321+158.0% | $8,927+82.7% | $5,306+207.3% |