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 | $134,855 | $76,552+76.2% | $123,892+8.8% | $62,891+114.4% |
| Participation rate | 95.7% | 73.0%+22.7pp | 81.4%+14.2pp | 69.3%+26.3pp |
| Annual return | 5.19% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,785 | $2,883-38.1% | $4,617-61.3% | $2,281-21.7% |
| Participant deferral / active EE | $4,951 | $4,840+2.3% | $5,984-17.3% | $3,203+54.6% |
| Admin fee / account holder | $27,731 | $4,826+474.6% | $8,357+231.8% | $4,296+545.6% |