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 | $187,248 | $133,922+39.8% | $116,228+61.1% | $142,382+31.5% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 9.07% | 147.76%-138.7pp | 90.06%-81.0pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,566 | $3,446-54.6% | $2,994-47.7% | $4,299-63.6% |
| Participant deferral / active EE | $4,384 | $5,672-22.7% | $4,953-11.5% | $6,507-32.6% |
| Admin fee / account holder | $2,138 | $14,945-85.7% | $11,989-82.2% | $12,624-83.1% |