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 | $141,950 | $76,407+85.8% | $150,298-5.6% | $82,448+72.2% |
| Participation rate | 96.0% | 66.4%+29.6pp | 77.8%+18.2pp | 68.1%+27.9pp |
| Annual return | 12.47% | 39.99%-27.5pp | 62.79%-50.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $749 | $2,614-71.3% | $4,154-82.0% | $2,551-70.6% |
| Participant deferral / active EE | $2,280 | $3,214-29.1% | $5,453-58.2% | $4,139-44.9% |
| Admin fee / account holder | $493 | $6,352-92.2% | $14,116-96.5% | $7,234-93.2% |