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 | $98,702 | $74,888+31.8% | $71,209+38.6% | $142,382-30.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 12.85% | 345.14%-332.3pp | 282.51%-269.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,914 | $2,854+2.1% | $2,721+7.1% | $4,299-32.2% |
| Participant deferral / active EE | $2,914 | $4,454-34.6% | $4,175-30.2% | $6,507-55.2% |
| Admin fee / account holder | $2,151 | $5,568-61.4% | $5,349-59.8% | $12,624-83.0% |