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 | $103,131 | $71,050+45.2% | $93,606+10.2% | $80,856+27.5% |
| Participation rate | 89.6% | 60.4%+29.2pp | 68.7%+20.9pp | 67.6%+21.9pp |
| Annual return | 9.27% | 11.26%-2.0pp | 133.20%-123.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,530 | $1,564+61.8% | $2,420+4.5% | $2,755-8.2% |
| Participant deferral / active EE | $7,225 | $4,034+79.1% | $4,411+63.8% | $4,296+68.2% |
| Admin fee / account holder | $19,505 | $6,945+180.9% | $8,285+135.4% | $6,918+182.0% |