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 | $151,574 | $109,881+37.9% | $150,045+1.0% | $84,808+78.7% |
| Participation rate | 73.1% | 76.1%-3.0pp | 82.3%-9.2pp | 68.3%+4.8pp |
| Annual return | 13.64% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,902 | $3,561-46.6% | $4,693-59.5% | $2,631-27.7% |
| Participant deferral / active EE | $5,682 | $6,636-14.4% | $7,997-28.9% | $4,212+34.9% |
| Admin fee / account holder | $2,630 | $8,568-69.3% | $13,435-80.4% | $7,344-64.2% |