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 | $127,777 | $99,985+27.8% | $146,665-12.9% | $85,850+48.8% |
| Participation rate | 96.3% | 73.1%+23.3pp | 80.1%+16.3pp | 69.3%+27.0pp |
| Annual return | 8.95% | 18.93%-10.0pp | 22.74%-13.8pp | 318.53%-309.6pp |
| Employer contribution / active EE | $9,277 | $2,559+262.6% | $4,136+124.3% | $2,565+261.7% |
| Participant deferral / active EE | $4,877 | $4,006+21.7% | $5,506-11.4% | $3,952+23.4% |
| Admin fee / account holder | $6,839 | $7,702-11.2% | $10,280-33.5% | $6,260+9.2% |