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 | $110,060 | $74,888+47.0% | $71,209+54.6% | $142,382-22.7% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.1%-3.6pp |
| Annual return | 10.81% | 345.14%-334.3pp | 282.51%-271.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,531 | $2,854-46.4% | $2,721-43.7% | $4,299-64.4% |
| Participant deferral / active EE | $3,278 | $4,454-26.4% | $4,175-21.5% | $6,507-49.6% |
| Admin fee / account holder | $1,756 | $5,568-68.5% | $5,349-67.2% | $12,624-86.1% |