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 | $155,705 | $138,347+12.5% | $184,203-15.5% | $80,856+92.6% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.2pp | 67.6%+29.3pp |
| Annual return | 9.41% | 20.02%-10.6pp | 28.81%-19.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,534 | $4,850-68.4% | $6,427-76.1% | $2,755-44.3% |
| Participant deferral / active EE | $7,682 | $7,071+8.6% | $9,131-15.9% | $4,296+78.8% |
| Admin fee / account holder | $19,304 | $10,483+84.1% | $13,901+38.9% | $6,918+179.0% |