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 | $135,781 | $77,899+74.3% | $149,673-9.3% | $75,163+80.6% |
| Participation rate | 90.3% | 65.6%+24.7pp | 78.8%+11.6pp | 67.2%+23.1pp |
| Annual return | 11.74% | 31.72%-20.0pp | 134.42%-122.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $5,030 | $3,137+60.3% | $4,818+4.4% | $2,670+88.4% |
| Participant deferral / active EE | $4,359 | $3,411+27.8% | $5,680-23.3% | $4,125+5.7% |
| Admin fee / account holder | $89,724 | $5,956+1406.4% | $13,210+579.2% | $5,651+1487.8% |