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 | $151,068 | $101,724+48.5% | $164,813-8.3% | $80,856+86.8% |
| Participation rate | 87.5% | 71.8%+15.7pp | 78.6%+8.9pp | 67.6%+19.9pp |
| Annual return | 7.44% | 16.72%-9.3pp | 69.93%-62.5pp | 35.59%-28.2pp |
| Employer contribution / active EE | $1,672 | $2,953-43.4% | $4,341-61.5% | $2,755-39.3% |
| Participant deferral / active EE | $5,277 | $4,477+17.9% | $6,031-12.5% | $4,296+22.8% |
| Admin fee / account holder | $10,358 | $8,227+25.9% | $12,690-18.4% | $6,918+49.7% |