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 | $131,242 | $93,571+40.3% | $135,903-3.4% | $75,163+74.6% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 13.02% | 30.90%-17.9pp | 68.23%-55.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,113 | $3,537-40.3% | $4,856-56.5% | $2,670-20.9% |
| Participant deferral / active EE | $6,653 | $6,404+3.9% | $7,758-14.2% | $4,125+61.3% |
| Admin fee / account holder | $2,461 | $6,975-64.7% | $10,762-77.1% | $5,651-56.4% |