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 | $130,052 | $48,046+170.7% | $84,611+53.7% | $72,985+78.2% |
| Participation rate | 84.0% | 57.6%+26.4pp | 68.2%+15.8pp | 69.5%+14.5pp |
| Annual return | 16.13% | 37.38%-21.3pp | 258.74%-242.6pp | 81.00%-64.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,901 | $2,680-29.1% | $3,899-51.2% | $3,607-47.3% |
| Admin fee / account holder | $628 | $3,395-81.5% | $4,912-87.2% | $5,124-87.8% |