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 | $121,530 | $81,208+49.7% | $98,907+22.9% | $79,858+52.2% |
| Participation rate | 90.0% | 72.5%+17.5pp | 76.0%+14.0pp | 69.6%+20.4pp |
| Annual return | 4.68% | 60.99%-56.3pp | 196.43%-191.8pp | 31.71%-27.0pp |
| Employer contribution / active EE | $652 | $1,960-66.7% | $2,689-75.8% | $2,471-73.6% |
| Participant deferral / active EE | $1,936 | $3,265-40.7% | $4,244-54.4% | $3,740-48.2% |
| Admin fee / account holder | $1,799 | $6,013-70.1% | $6,642-72.9% | $5,306-66.1% |