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 | $136,699 | $89,753+52.3% | $107,525+27.1% | $84,808+61.2% |
| Participation rate | 73.3% | 68.1%+5.3pp | 75.1%-1.7pp | 68.3%+5.0pp |
| Annual return | 12.54% | 29.48%-16.9pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,147 | $3,113-31.0% | $3,754-42.8% | $2,631-18.4% |
| Participant deferral / active EE | $5,539 | $4,056+36.6% | $5,116+8.3% | $4,212+31.5% |
| Admin fee / account holder | $5,114 | $7,222-29.2% | $8,919-42.7% | $7,344-30.4% |