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 | $140,449 | $60,488+132.2% | $109,895+27.8% | $79,386+76.9% |
| Participation rate | 79.6% | 67.0%+12.6pp | 74.2%+5.4pp | 70.7%+8.9pp |
| Annual return | 12.30% | 189.57%-177.3pp | 29.45%-17.2pp | 116.85%-104.6pp |
| Employer contribution / active EE | $901 | $1,649-45.4% | $2,842-68.3% | $2,427-62.9% |
| Participant deferral / active EE | $6,146 | $3,220+90.8% | $4,048+51.8% | $4,046+51.9% |
| Admin fee / account holder | $8,411 | $605+1291.2% | $6,066+38.7% | $626+1242.6% |