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 | $142,279 | $73,787+92.8% | $98,716+44.1% | $82,448+72.6% |
| Participation rate | 93.8% | 61.4%+32.3pp | 69.3%+24.5pp | 68.1%+25.7pp |
| Annual return | 10.59% | 18.57%-8.0pp | 31.81%-21.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,084 | $1,511-28.3% | $2,279-52.4% | $2,551-57.5% |
| Participant deferral / active EE | $7,408 | $3,081+140.4% | $4,048+83.0% | $4,139+79.0% |
| Admin fee / account holder | $651 | $6,500-90.0% | $8,703-92.5% | $7,234-91.0% |