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 | $134,744 | $77,503+73.9% | $100,391+34.2% | $80,856+66.6% |
| Participation rate | 92.0% | 76.9%+15.1pp | 81.5%+10.5pp | 67.6%+24.4pp |
| Annual return | 8.64% | 37.20%-28.6pp | 49.20%-40.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,961 | $2,801-30.0% | $3,942-50.2% | $2,755-28.8% |
| Participant deferral / active EE | $4,870 | $6,820-28.6% | $8,082-39.7% | $4,296+13.4% |
| Admin fee / account holder | $1,241 | $5,897-79.0% | $7,899-84.3% | $6,918-82.1% |