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 | $145,853 | $81,248+79.5% | $155,509-6.2% | $80,856+80.4% |
| Participation rate | 98.4% | 66.2%+32.1pp | 78.2%+20.2pp | 67.6%+30.7pp |
| Annual return | 10.27% | 33.31%-23.0pp | 64.67%-54.4pp | 35.59%-25.3pp |
| Employer contribution / active EE | $993 | $3,100-68.0% | $4,672-78.7% | $2,755-63.9% |
| Participant deferral / active EE | $8,415 | $3,452+143.8% | $5,626+49.6% | $4,296+95.9% |
| Admin fee / account holder | $14,730 | $7,997+84.2% | $15,912-7.4% | $6,918+112.9% |