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 | $145,519 | $110,257+32.0% | $96,544+50.7% | $139,434+4.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 9.51% | 26.32%-16.8pp | 25.84%-16.3pp | 372.94%-363.4pp |
| Employer contribution / active EE | $5,307 | $3,620+46.6% | $2,965+79.0% | $4,751+11.7% |
| Participant deferral / active EE | $19,819 | $5,548+257.2% | $4,851+308.6% | $6,710+195.4% |
| Admin fee / account holder | $6,926 | $11,591-40.2% | $8,252-16.1% | $11,403-39.3% |