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 | $138,127 | $99,985+38.1% | $146,665-5.8% | $85,850+60.9% |
| Participation rate | 95.2% | 73.1%+22.2pp | 80.1%+15.2pp | 69.3%+25.9pp |
| Annual return | 8.26% | 18.93%-10.7pp | 22.74%-14.5pp | 318.53%-310.3pp |
| Employer contribution / active EE | $2,901 | $2,559+13.4% | $4,136-29.9% | $2,565+13.1% |
| Participant deferral / active EE | $7,685 | $4,006+91.8% | $5,506+39.6% | $3,952+94.5% |
| Admin fee / account holder | $17,435 | $7,702+126.4% | $10,280+69.6% | $6,260+178.5% |