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 | $89,753+53.8% | $107,525+28.4% | $84,808+62.7% |
| Participation rate | 76.1% | 68.1%+8.1pp | 75.1%+1.0pp | 68.3%+7.8pp |
| Annual return | 10.64% | 29.48%-18.8pp | 181.32%-170.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,386 | $3,113-55.5% | $3,754-63.1% | $2,631-47.3% |
| Participant deferral / active EE | $4,939 | $4,056+21.8% | $5,116-3.4% | $4,212+17.3% |
| Admin fee / account holder | $21,456 | $7,222+197.1% | $8,919+140.6% | $7,344+192.2% |