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 | $153,952 | $88,672+73.6% | $105,223+46.3% | $82,448+86.7% |
| Participation rate | 85.2% | 67.9%+17.3pp | 75.0%+10.1pp | 68.1%+17.1pp |
| Annual return | 11.04% | 30.86%-19.8pp | 180.65%-169.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,225 | $3,048-27.0% | $3,689-39.7% | $2,551-12.8% |
| Participant deferral / active EE | $3,689 | $4,036-8.6% | $5,072-27.3% | $4,139-10.9% |
| Admin fee / account holder | $770 | $7,146-89.2% | $8,859-91.3% | $7,234-89.4% |