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 | $142,344 | $76,407+86.3% | $150,298-5.3% | $82,448+72.6% |
| Participation rate | 71.0% | 66.4%+4.6pp | 77.8%-6.8pp | 68.1%+2.9pp |
| Annual return | 12.76% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,096 | $2,614-19.8% | $4,154-49.5% | $2,551-17.8% |
| Participant deferral / active EE | $5,926 | $3,214+84.4% | $5,453+8.7% | $4,139+43.2% |
| Admin fee / account holder | $27,816 | $6,352+337.9% | $14,116+97.1% | $7,234+284.5% |