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 | $145,675 | $89,355+63.0% | $141,162+3.2% | $72,985+99.6% |
| Participation rate | 80.5% | 75.1%+5.4pp | 82.5%-2.0pp | 69.5%+11.0pp |
| Annual return | 18.72% | 111.85%-93.1pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,635 | $3,114-47.5% | $4,735-65.5% | $2,440-33.0% |
| Participant deferral / active EE | $5,763 | $5,418+6.4% | $6,709-14.1% | $3,607+59.8% |
| Admin fee / account holder | $3,683 | $5,958-38.2% | $10,261-64.1% | $5,124-28.1% |