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 | $103,286 | $91,190+13.3% | $178,490-42.1% | $79,858+29.3% |
| Participation rate | 80.8% | 69.2%+11.6pp | 81.9%-1.2pp | 69.6%+11.1pp |
| Annual return | 7.94% | 24.19%-16.2pp | 151.07%-143.1pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,163 | $3,256-64.3% | $5,011-76.8% | $2,471-52.9% |
| Participant deferral / active EE | $5,475 | $3,236+69.2% | $5,202+5.3% | $3,740+46.4% |
| Admin fee / account holder | $2,521 | $6,751-62.7% | $13,984-82.0% | $5,306-52.5% |