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 | $124,972 | $72,492+72.4% | $87,100+43.5% | $72,985+71.2% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 15.47% | 24.46%-9.0pp | 28.19%-12.7pp | 81.00%-65.5pp |
| Employer contribution / active EE | $1,471 | $1,894-22.3% | $2,521-41.7% | $2,440-39.7% |
| Participant deferral / active EE | $4,097 | $3,270+25.3% | $4,049+1.2% | $3,607+13.6% |
| Admin fee / account holder | $3,839 | $5,055-24.0% | $7,497-48.8% | $5,124-25.1% |