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 | $141,871 | $117,983+20.2% | $101,794+39.4% | $142,382-0.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 5.76% | 36.92%-31.2pp | 30.53%-24.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,789 | $2,773-35.5% | $2,289-21.8% | $4,299-58.4% |
| Participant deferral / active EE | $2,386 | $4,714-49.4% | $4,084-41.6% | $6,507-63.3% |
| Admin fee / account holder | $7,256 | $10,433-30.5% | $8,777-17.3% | $12,624-42.5% |