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 | $140,559 | $88,042+59.6% | $138,135+1.8% | $79,858+76.0% |
| Participation rate | 89.7% | 71.4%+18.2pp | 78.7%+11.0pp | 69.6%+20.0pp |
| Annual return | 8.57% | 20.58%-12.0pp | 20.51%-11.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,908 | $3,103-38.5% | $5,587-65.9% | $2,471-22.8% |
| Participant deferral / active EE | $6,980 | $4,704+48.4% | $6,431+8.5% | $3,740+86.6% |
| Admin fee / account holder | $64,032 | $7,791+721.8% | $11,856+440.1% | $5,306+1106.7% |