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 | $138,013 | $88,672+55.6% | $105,223+31.2% | $82,448+67.4% |
| Participation rate | 76.1% | 67.9%+8.2pp | 75.0%+1.1pp | 68.1%+8.1pp |
| Annual return | 10.64% | 30.86%-20.2pp | 180.65%-170.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,386 | $3,048-54.5% | $3,689-62.4% | $2,551-45.7% |
| Participant deferral / active EE | $4,939 | $4,036+22.4% | $5,072-2.6% | $4,139+19.3% |
| Admin fee / account holder | $21,456 | $7,146+200.2% | $8,859+142.2% | $7,234+196.6% |