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 | $141,183 | $99,985+41.2% | $146,665-3.7% | $85,850+64.5% |
| Participation rate | 97.1% | 73.1%+24.1pp | 80.1%+17.1pp | 69.3%+27.8pp |
| Annual return | 10.60% | 18.93%-8.3pp | 22.74%-12.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $4,093 | $2,559+60.0% | $4,136-1.0% | $2,565+59.6% |
| Participant deferral / active EE | $2,589 | $4,006-35.4% | $5,506-53.0% | $3,952-34.5% |
| Admin fee / account holder | $2,006 | $7,702-74.0% | $10,280-80.5% | $6,260-68.0% |