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 | $233,865 | $77,899+200.2% | $149,673+56.3% | $75,163+211.1% |
| Participation rate | 93.8% | 65.6%+28.2pp | 78.8%+15.0pp | 67.2%+26.6pp |
| Annual return | 9.99% | 31.72%-21.7pp | 134.42%-124.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,887 | $3,137-39.9% | $4,818-60.8% | $2,670-29.3% |
| Participant deferral / active EE | $4,835 | $3,411+41.7% | $5,680-14.9% | $4,125+17.2% |
| Admin fee / account holder | $20,907 | $5,956+251.0% | $13,210+58.3% | $5,651+270.0% |