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 | $153,734 | $59,101+160.1% | $77,163+99.2% | $75,163+104.5% |
| Participation rate | 79.3% | 63.9%+15.4pp | 69.6%+9.7pp | 67.2%+12.1pp |
| Annual return | 11.91% | 26.71%-14.8pp | 37.87%-26.0pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,714 | $1,995-14.1% | $2,535-32.4% | $2,670-35.8% |
| Participant deferral / active EE | $4,031 | $2,999+34.4% | $3,833+5.2% | $4,125-2.3% |
| Admin fee / account holder | $3,417 | $4,774-28.4% | $5,472-37.5% | $5,651-39.5% |