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 | $136,720 | $86,929+57.3% | $102,423+33.5% | $80,856+69.1% |
| Participation rate | 87.1% | 72.4%+14.7pp | 76.5%+10.6pp | 67.6%+19.5pp |
| Annual return | 7.73% | 18.88%-11.1pp | 29.32%-21.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $6,559 | $2,369+176.8% | $3,023+116.9% | $2,755+138.1% |
| Participant deferral / active EE | $5,931 | $4,118+44.0% | $5,053+17.4% | $4,296+38.1% |
| Admin fee / account holder | $4,332 | $8,049-46.2% | $9,451-54.2% | $6,918-37.4% |