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 | $138,670 | $74,927+85.1% | $101,794+36.2% | $84,808+63.5% |
| Participation rate | 79.0% | 61.4%+17.6pp | 69.2%+9.8pp | 68.3%+10.7pp |
| Annual return | 9.50% | 18.70%-9.2pp | 30.53%-21.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,663 | $1,522+9.3% | $2,289-27.3% | $2,631-36.8% |
| Participant deferral / active EE | $7,174 | $3,099+131.5% | $4,084+75.6% | $4,212+70.3% |
| Admin fee / account holder | $73,133 | $6,514+1022.7% | $8,777+733.2% | $7,344+895.9% |