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 | $142,418 | $91,552+55.6% | $133,956+6.3% | $79,858+78.3% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.6%+16.6pp |
| Annual return | 5.12% | 61.85%-56.7pp | 45.09%-40.0pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,577 | $2,384-33.8% | $3,919-59.7% | $2,471-36.2% |
| Participant deferral / active EE | $4,957 | $3,733+32.8% | $5,048-1.8% | $3,740+32.5% |
| Admin fee / account holder | $9,087 | $6,321+43.8% | $8,927+1.8% | $5,306+71.2% |