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 | $159,868 | $89,355+78.9% | $141,162+13.3% | $72,985+119.0% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 14.42% | 111.85%-97.4pp | 71.39%-57.0pp | 81.00%-66.6pp |
| Employer contribution / active EE | $2,010 | $3,114-35.5% | $4,735-57.5% | $2,440-17.6% |
| Participant deferral / active EE | $5,653 | $5,418+4.3% | $6,709-15.7% | $3,607+56.7% |
| Admin fee / account holder | $2,381 | $5,958-60.0% | $10,261-76.8% | $5,124-53.5% |