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 | $158,375 | $65,395+142.2% | $182,532-13.2% | $72,985+117.0% |
| Participation rate | 84.4% | 65.4%+18.9pp | 78.0%+6.4pp | 69.5%+14.9pp |
| Annual return | 18.01% | 27.68%-9.7pp | 148.54%-130.5pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,151 | $1,911-39.8% | $4,076-71.8% | $2,440-52.8% |
| Participant deferral / active EE | $4,462 | $3,563+25.2% | $5,524-19.2% | $3,607+23.7% |
| Admin fee / account holder | $13,328 | $4,245+214.0% | $8,592+55.1% | $5,124+160.1% |