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 | $120,024 | $99,985+20.0% | $146,665-18.2% | $85,850+39.8% |
| Participation rate | 95.9% | 73.1%+22.8pp | 80.1%+15.8pp | 69.3%+26.6pp |
| Annual return | 9.64% | 18.93%-9.3pp | 22.74%-13.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $5,979 | $2,559+133.7% | $4,136+44.6% | $2,565+133.1% |
| Participant deferral / active EE | $3,608 | $4,006-9.9% | $5,506-34.5% | $3,952-8.7% |
| Admin fee / account holder | $2,733 | $7,702-64.5% | $10,280-73.4% | $6,260-56.3% |