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 | $150,719 | $86,286+74.7% | $111,297+35.4% | $85,850+75.6% |
| Participation rate | 74.5% | 73.3%+1.1pp | 77.3%-2.8pp | 69.3%+5.2pp |
| Annual return | 8.36% | 19.99%-11.6pp | 54.65%-46.3pp | 318.53%-310.2pp |
| Employer contribution / active EE | $1,663 | $2,043-18.6% | $2,731-39.1% | $2,565-35.2% |
| Participant deferral / active EE | $4,542 | $3,641+24.8% | $4,487+1.2% | $3,952+14.9% |
| Admin fee / account holder | $37,774 | $8,188+361.3% | $7,964+374.3% | $6,260+503.4% |