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 | $127,209 | $99,985+27.2% | $146,665-13.3% | $85,850+48.2% |
| Participation rate | 97.8% | 73.1%+24.8pp | 80.1%+17.8pp | 69.3%+28.5pp |
| Annual return | 9.86% | 18.93%-9.1pp | 22.74%-12.9pp | 318.53%-308.7pp |
| Employer contribution / active EE | $3,543 | $2,559+38.5% | $4,136-14.3% | $2,565+38.1% |
| Participant deferral / active EE | $3,906 | $4,006-2.5% | $5,506-29.1% | $3,952-1.2% |
| Admin fee / account holder | $18,242 | $7,702+136.8% | $10,280+77.5% | $6,260+191.4% |