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 5-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 | $150,586 | $68,346+120.3% | $94,646+59.1% | $75,163+100.3% |
| Participation rate | 88.5% | 76.1%+12.4pp | 80.8%+7.6pp | 67.2%+21.3pp |
| Annual return | 13.88% | 616.93%-603.0pp | 156.71%-142.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,538 | $2,701-43.0% | $3,672-58.1% | $2,670-42.4% |
| Participant deferral / active EE | $6,968 | $6,537+6.6% | $7,418-6.1% | $4,125+68.9% |
| Admin fee / account holder | $1,165 | $5,326-78.1% | $7,231-83.9% | $5,651-79.4% |