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 | $120,744 | $67,894+77.8% | $89,340+35.2% | $82,448+46.4% |
| Participation rate | 81.0% | 64.0%+16.9pp | 69.6%+11.4pp | 68.1%+12.9pp |
| Annual return | 9.71% | 19.21%-9.5pp | 20.57%-10.9pp | 41.64%-31.9pp |
| Employer contribution / active EE | $1,193 | $1,828-34.7% | $2,231-46.5% | $2,551-53.2% |
| Participant deferral / active EE | $4,298 | $3,072+39.9% | $3,823+12.4% | $4,139+3.8% |
| Admin fee / account holder | $22,276 | $5,723+289.2% | $6,704+232.3% | $7,234+207.9% |