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 | $133,357 | $109,881+21.4% | $150,045-11.1% | $84,808+57.2% |
| Participation rate | 79.3% | 76.1%+3.2pp | 82.3%-3.0pp | 68.3%+11.0pp |
| Annual return | 11.20% | 28.25%-17.0pp | 62.55%-51.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,830 | $3,561-48.6% | $4,693-61.0% | $2,631-30.5% |
| Participant deferral / active EE | $5,335 | $6,636-19.6% | $7,997-33.3% | $4,212+26.7% |
| Admin fee / account holder | $2,204 | $8,568-74.3% | $13,435-83.6% | $7,344-70.0% |