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 | $131,735 | $89,355+47.4% | $141,162-6.7% | $72,985+80.5% |
| Participation rate | 71.7% | 75.1%-3.4pp | 82.5%-10.7pp | 69.5%+2.3pp |
| Annual return | 14.13% | 111.85%-97.7pp | 71.39%-57.3pp | 81.00%-66.9pp |
| Employer contribution / active EE | $1,427 | $3,114-54.2% | $4,735-69.9% | $2,440-41.5% |
| Participant deferral / active EE | $7,359 | $5,418+35.8% | $6,709+9.7% | $3,607+104.0% |
| Admin fee / account holder | $398 | $5,958-93.3% | $10,261-96.1% | $5,124-92.2% |