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 | $156,853 | $124,319+26.2% | $111,297+40.9% | $167,490-6.4% |
| Participation rate | 84.6% | 79.6%+5.0pp | 77.3%+7.3pp | 82.1%+2.5pp |
| Annual return | 6.88% | 37.44%-30.6pp | 54.65%-47.8pp | 478.56%-471.7pp |
| Employer contribution / active EE | $1,507 | $3,435-56.1% | $2,731-44.8% | $4,837-68.8% |
| Participant deferral / active EE | $5,874 | $5,180+13.4% | $4,487+30.9% | $6,341-7.4% |
| Admin fee / account holder | $64,897 | $10,618+511.2% | $7,964+714.9% | $12,309+427.2% |