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 | $102,926 | $64,839+58.7% | $95,585+7.7% | $84,808+21.4% |
| Participation rate | 88.2% | 63.8%+24.4pp | 72.1%+16.2pp | 68.3%+19.9pp |
| Annual return | 13.10% | -670.96%+684.1pp | 38.56%-25.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,540 | $1,759-12.5% | $2,527-39.1% | $2,631-41.5% |
| Participant deferral / active EE | $4,111 | $2,965+38.7% | $4,023+2.2% | $4,212-2.4% |
| Admin fee / account holder | $7,175 | $5,964+20.3% | $6,127+17.1% | $7,344-2.3% |