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 | $120,024 | $98,750+21.5% | $149,696-19.8% | $79,858+50.3% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.6pp |
| Annual return | 10.12% | 27.43%-17.3pp | 276.60%-266.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,508 | $3,216-53.1% | $4,644-67.5% | $2,471-39.0% |
| Participant deferral / active EE | $8,485 | $5,680+49.4% | $6,842+24.0% | $3,740+126.9% |
| Admin fee / account holder | $15,922 | $6,053+163.1% | $9,309+71.0% | $5,306+200.1% |