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 | $134,008 | $89,355+50.0% | $141,162-5.1% | $72,985+83.6% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 17.72% | 111.85%-94.1pp | 71.39%-53.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,958 | $3,114-37.1% | $4,735-58.7% | $2,440-19.8% |
| Participant deferral / active EE | $8,048 | $5,418+48.5% | $6,709+20.0% | $3,607+123.1% |
| Admin fee / account holder | $2,081 | $5,958-65.1% | $10,261-79.7% | $5,124-59.4% |