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 | $116,464 | $105,181+10.7% | $159,436-27.0% | $85,850+35.7% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.8%-12.8pp | 69.3%+0.7pp |
| Annual return | 12.16% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $4,562 | $3,318+37.5% | $4,829-5.5% | $2,565+77.9% |
| Participant deferral / active EE | $8,183 | $5,945+37.7% | $7,352+11.3% | $3,952+107.1% |
| Admin fee / account holder | $5,399 | $6,933-22.1% | $10,799-50.0% | $6,260-13.8% |