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 | $197,317 | $100,326+96.7% | $180,183+9.5% | $84,808+132.7% |
| Participation rate | 97.6% | 71.0%+26.6pp | 77.4%+20.2pp | 68.3%+29.3pp |
| Annual return | 5.20% | 17.86%-12.7pp | 27.86%-22.7pp | 40.90%-35.7pp |
| Employer contribution / active EE | $1,446 | $3,269-55.8% | $5,039-71.3% | $2,631-45.0% |
| Participant deferral / active EE | $6,848 | $5,066+35.2% | $6,822+0.4% | $4,212+62.6% |
| Admin fee / account holder | $13,265 | $9,674+37.1% | $19,975-33.6% | $7,344+80.6% |