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 | $149,038 | $93,571+59.3% | $135,903+9.7% | $75,163+98.3% |
| Participation rate | 88.6% | 75.2%+13.4pp | 81.9%+6.7pp | 67.2%+21.4pp |
| Annual return | 13.59% | 30.90%-17.3pp | 68.23%-54.6pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,556 | $3,537-27.7% | $4,856-47.4% | $2,670-4.3% |
| Participant deferral / active EE | $8,209 | $6,404+28.2% | $7,758+5.8% | $4,125+99.0% |
| Admin fee / account holder | $1,513 | $6,975-78.3% | $10,762-85.9% | $5,651-73.2% |