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 | $151,338 | $86,929+74.1% | $102,423+47.8% | $80,856+87.2% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.6%+16.8pp |
| Annual return | 9.49% | 18.88%-9.4pp | 29.32%-19.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,655 | $2,369-30.1% | $3,023-45.2% | $2,755-39.9% |
| Participant deferral / active EE | $7,237 | $4,118+75.7% | $5,053+43.2% | $4,296+68.5% |
| Admin fee / account holder | $20,154 | $8,049+150.4% | $9,451+113.2% | $6,918+191.3% |