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 | $147,589 | $76,552+92.8% | $123,892+19.1% | $62,891+134.7% |
| Participation rate | 98.7% | 73.0%+25.7pp | 81.4%+17.3pp | 69.3%+29.4pp |
| Annual return | 5.00% | 18.68%-13.7pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,325 | $2,883-54.0% | $4,617-71.3% | $2,281-41.9% |
| Participant deferral / active EE | $6,227 | $4,840+28.7% | $5,984+4.1% | $3,203+94.4% |
| Admin fee / account holder | $19,192 | $4,826+297.7% | $8,357+129.7% | $4,296+346.8% |