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 | $101,127 | $78,422+29.0% | $95,952+5.4% | $79,858+26.6% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 5.72% | 19.37%-13.7pp | 91.61%-85.9pp | 31.71%-26.0pp |
| Employer contribution / active EE | $2,484 | $1,945+27.7% | $2,541-2.2% | $2,471+0.5% |
| Participant deferral / active EE | $5,483 | $3,440+59.4% | $4,167+31.6% | $3,740+46.6% |
| Admin fee / account holder | $20,293 | $5,622+261.0% | $6,795+198.6% | $5,306+282.4% |