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 | $129,898 | $76,552+69.7% | $123,892+4.8% | $62,891+106.5% |
| Participation rate | 89.7% | 73.0%+16.7pp | 81.4%+8.2pp | 69.3%+20.3pp |
| Annual return | 3.62% | 18.68%-15.1pp | 47.52%-43.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,121 | $2,883-61.1% | $4,617-75.7% | $2,281-50.9% |
| Participant deferral / active EE | $4,129 | $4,840-14.7% | $5,984-31.0% | $3,203+28.9% |
| Admin fee / account holder | $24,235 | $4,826+402.2% | $8,357+190.0% | $4,296+464.2% |