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 | $136,200 | $77,314+76.2% | $177,989-23.5% | $80,856+68.4% |
| Participation rate | 88.6% | 65.7%+22.9pp | 77.1%+11.6pp | 67.6%+21.0pp |
| Annual return | 10.09% | 18.09%-8.0pp | 294.48%-284.4pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,272 | $2,292-44.5% | $3,949-67.8% | $2,755-53.8% |
| Participant deferral / active EE | $7,685 | $4,411+74.2% | $6,276+22.4% | $4,296+78.9% |
| Admin fee / account holder | $9,004 | $7,191+25.2% | $10,363-13.1% | $6,918+30.2% |