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 | $150,277 | $101,724+47.7% | $164,813-8.8% | $80,856+85.9% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 10.33% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,602 | $2,953-11.9% | $4,341-40.1% | $2,755-5.6% |
| Participant deferral / active EE | $6,921 | $4,477+54.6% | $6,031+14.8% | $4,296+61.1% |
| Admin fee / account holder | $10,439 | $8,227+26.9% | $12,690-17.7% | $6,918+50.9% |