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 | $139,089 | $101,883+36.5% | $453,369-69.3% | $85,850+62.0% |
| Participation rate | 76.0% | 72.3%+3.7pp | 78.0%-2.0pp | 69.3%+6.7pp |
| Annual return | 10.06% | 25.38%-15.3pp | 64.40%-54.3pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,668 | $2,847-41.4% | $4,070-59.0% | $2,565-35.0% |
| Participant deferral / active EE | $8,084 | $4,782+69.1% | $6,209+30.2% | $3,952+104.6% |
| Admin fee / account holder | $4,011 | $5,706-29.7% | $11,209-64.2% | $6,260-35.9% |