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 | $129,116 | $109,359+18.1% | $162,163-20.4% | $72,985+76.9% |
| Participation rate | 97.9% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.4pp |
| Annual return | 16.68% | 25.46%-8.8pp | 115.59%-98.9pp | 81.00%-64.3pp |
| Employer contribution / active EE | $6,487 | $3,907+66.0% | $5,614+15.6% | $2,440+165.9% |
| Participant deferral / active EE | $3,261 | $5,481-40.5% | $7,298-55.3% | $3,607-9.6% |
| Admin fee / account holder | $5,884 | $7,972-26.2% | $10,843-45.7% | $5,124+14.8% |