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 | $143,137 | $83,477+71.5% | $125,175+14.3% | $72,985+96.1% |
| Participation rate | 91.5% | 73.3%+18.2pp | 79.8%+11.7pp | 69.5%+22.0pp |
| Annual return | 9.73% | 25.78%-16.1pp | 43.79%-34.1pp | 81.00%-71.3pp |
| Employer contribution / active EE | $3,118 | $2,345+33.0% | $3,865-19.3% | $2,440+27.8% |
| Participant deferral / active EE | $3,731 | $3,585+4.1% | $4,937-24.4% | $3,607+3.4% |
| Admin fee / account holder | $21,828 | $5,517+295.6% | $9,702+125.0% | $5,124+326.0% |