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 | $147,067 | $64,348+128.5% | $90,160+63.1% | $70,131+109.7% |
| Participation rate | 77.8% | 70.4%+7.3pp | 76.9%+0.9pp | 69.5%+8.2pp |
| Annual return | 12.17% | 28.13%-16.0pp | 34.88%-22.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,157 | $4,389+63.1% | $5,288+35.3% | $3,332+114.8% |
| Admin fee / account holder | $1,198 | $3,944-69.6% | $5,943-79.9% | $4,645-74.2% |