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 | $123,385 | $106,749+15.6% | $145,433-15.2% | $82,448+49.7% |
| Participation rate | 82.9% | 75.6%+7.3pp | 82.1%+0.8pp | 68.1%+14.9pp |
| Annual return | 13.66% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,728 | $3,444-49.8% | $4,554-62.1% | $2,551-32.3% |
| Participant deferral / active EE | $6,907 | $6,519+6.0% | $7,897-12.5% | $4,139+66.9% |
| Admin fee / account holder | $36,363 | $8,390+333.4% | $13,129+177.0% | $7,234+402.6% |