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 | $157,012 | $109,881+42.9% | $150,045+4.6% | $84,808+85.1% |
| Participation rate | 89.4% | 76.1%+13.3pp | 82.3%+7.0pp | 68.3%+21.1pp |
| Annual return | 14.02% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,398 | $3,561-60.7% | $4,693-70.2% | $2,631-46.9% |
| Participant deferral / active EE | $10,254 | $6,636+54.5% | $7,997+28.2% | $4,212+143.5% |
| Admin fee / account holder | $6,276 | $8,568-26.8% | $13,435-53.3% | $7,344-14.5% |