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 4-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 | $115,425 | $86,929+32.8% | $102,423+12.7% | $80,856+42.8% |
| Participation rate | 97.5% | 72.4%+25.1pp | 76.5%+21.0pp | 67.6%+29.9pp |
| Annual return | 9.14% | 18.88%-9.7pp | 29.32%-20.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,825 | $2,369+19.2% | $3,023-6.5% | $2,755+2.6% |
| Participant deferral / active EE | $6,033 | $4,118+46.5% | $5,053+19.4% | $4,296+40.4% |
| Admin fee / account holder | $16,724 | $8,049+107.8% | $9,451+77.0% | $6,918+141.7% |