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 | $142,016 | $72,277+96.5% | $101,248+40.3% | $79,858+77.8% |
| Participation rate | 88.6% | 68.5%+20.2pp | 75.8%+12.8pp | 69.6%+19.0pp |
| Annual return | 4.28% | 22.30%-18.0pp | 46.47%-42.2pp | 31.71%-27.4pp |
| Employer contribution / active EE | $4,024 | $2,692+49.5% | $3,660+10.0% | $2,471+62.8% |
| Participant deferral / active EE | $8,108 | $3,282+147.1% | $4,370+85.5% | $3,740+116.8% |
| Admin fee / account holder | $14,710 | $4,400+234.3% | $5,945+147.4% | $5,306+177.2% |