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 | $135,715 | $99,985+35.7% | $146,665-7.5% | $85,850+58.1% |
| Participation rate | 93.6% | 73.1%+20.6pp | 80.1%+13.5pp | 69.3%+24.3pp |
| Annual return | 10.48% | 18.93%-8.5pp | 22.74%-12.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $3,406 | $2,559+33.1% | $4,136-17.7% | $2,565+32.8% |
| Participant deferral / active EE | $5,409 | $4,006+35.0% | $5,506-1.8% | $3,952+36.9% |
| Admin fee / account holder | $25,529 | $7,702+231.4% | $10,280+148.3% | $6,260+307.8% |