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 | $80,717+75.9% | $154,803-8.3% | $84,808+67.4% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 12.47% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $749 | $2,761-72.9% | $4,305-82.6% | $2,631-71.5% |
| Participant deferral / active EE | $2,280 | $3,303-31.0% | $5,540-58.8% | $4,212-45.9% |
| Admin fee / account holder | $493 | $6,746-92.7% | $14,329-96.6% | $7,344-93.3% |