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 | $150,960 | $115,770+30.4% | $101,248+49.1% | $158,922-5.0% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 1.36% | 56.14%-54.8pp | 46.47%-45.1pp | 302.83%-301.5pp |
| Employer contribution / active EE | $1,528 | $4,175-63.4% | $3,660-58.3% | $4,761-67.9% |
| Participant deferral / active EE | $2,515 | $4,957-49.3% | $4,370-42.4% | $5,982-58.0% |
| Admin fee / account holder | $8,082 | $7,245+11.6% | $5,945+35.9% | $11,246-28.1% |