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 3-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 | $119,523 | $79,013+51.3% | $100,391+19.1% | $74,495+60.4% |
| Participation rate | 77.6% | 79.5%-1.9pp | 81.5%-3.9pp | 67.2%+10.4pp |
| Annual return | 13.26% | 20.41%-7.2pp | 49.20%-35.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,444 | $3,021+14.0% | $3,942-12.6% | $2,623+31.3% |
| Participant deferral / active EE | $9,358 | $7,760+20.6% | $8,082+15.8% | $4,346+115.3% |
| Admin fee / account holder | $13,894 | $1,320+952.6% | $7,899+75.9% | $1,942+615.6% |