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 | $98,536 | $80,717+22.1% | $154,803-36.3% | $84,808+16.2% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.4pp | 68.3%+8.4pp |
| Annual return | 12.48% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,450 | $2,761-11.3% | $4,305-43.1% | $2,631-6.9% |
| Participant deferral / active EE | $5,250 | $3,303+58.9% | $5,540-5.2% | $4,212+24.6% |
| Admin fee / account holder | $11,467 | $6,746+70.0% | $14,329-20.0% | $7,344+56.1% |