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 | $142,814 | $86,929+64.3% | $102,423+39.4% | $80,856+76.6% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.6%+28.4pp |
| Annual return | 9.69% | 18.88%-9.2pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,959 | $2,369-17.3% | $3,023-35.2% | $2,755-28.9% |
| Participant deferral / active EE | $6,430 | $4,118+56.1% | $5,053+27.3% | $4,296+49.7% |
| Admin fee / account holder | $4,240 | $8,049-47.3% | $9,451-55.1% | $6,918-38.7% |