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 | $132,698 | $72,012+84.3% | $185,823-28.6% | $79,858+66.2% |
| Participation rate | 92.0% | 65.8%+26.2pp | 78.0%+14.0pp | 69.6%+22.4pp |
| Annual return | 6.70% | 23.12%-16.4pp | 35.95%-29.3pp | 31.71%-25.0pp |
| Employer contribution / active EE | $2,671 | $1,965+36.0% | $4,087-34.7% | $2,471+8.1% |
| Participant deferral / active EE | $7,245 | $3,779+91.7% | $5,632+28.6% | $3,740+93.7% |
| Admin fee / account holder | $6,537 | $4,513+44.9% | $9,500-31.2% | $5,306+23.2% |