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 | $104,515 | $81,460+28.3% | $103,333+1.1% | $80,856+29.3% |
| Participation rate | 91.2% | 66.8%+24.4pp | 74.5%+16.7pp | 67.6%+23.6pp |
| Annual return | 8.78% | 25.55%-16.8pp | 24.88%-16.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $3,800 | $3,105+22.4% | $3,868-1.8% | $2,755+37.9% |
| Participant deferral / active EE | $10,432 | $3,869+169.6% | $5,057+106.3% | $4,296+142.8% |
| Admin fee / account holder | $17,535 | $6,566+167.0% | $8,355+109.9% | $6,918+153.5% |