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 | $146,134 | $109,413+33.6% | $156,263-6.5% | $84,808+72.3% |
| Participation rate | 88.5% | 72.7%+15.8pp | 78.9%+9.6pp | 68.3%+20.2pp |
| Annual return | 11.81% | 20.18%-8.4pp | 59.47%-47.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,427 | $2,907-50.9% | $4,333-67.1% | $2,631-45.8% |
| Participant deferral / active EE | $6,769 | $4,590+47.5% | $6,158+9.9% | $4,212+60.7% |
| Admin fee / account holder | $2,589 | $9,357-72.3% | $14,255-81.8% | $7,344-64.7% |