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 | $138,997 | $93,571+48.5% | $135,903+2.3% | $75,163+84.9% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 15.12% | 30.90%-15.8pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,209 | $3,537-65.8% | $4,856-75.1% | $2,670-54.7% |
| Participant deferral / active EE | $7,956 | $6,404+24.2% | $7,758+2.6% | $4,125+92.9% |
| Admin fee / account holder | $13,138 | $6,975+88.3% | $10,762+22.1% | $5,651+132.5% |