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 | $116,222 | $83,477+39.2% | $125,175-7.2% | $72,985+59.2% |
| Participation rate | 77.6% | 73.3%+4.3pp | 79.8%-2.2pp | 69.5%+8.1pp |
| Annual return | 15.80% | 25.78%-10.0pp | 43.79%-28.0pp | 81.00%-65.2pp |
| Employer contribution / active EE | $4,173 | $2,345+77.9% | $3,865+8.0% | $2,440+71.0% |
| Participant deferral / active EE | $4,054 | $3,585+13.1% | $4,937-17.9% | $3,607+12.4% |
| Admin fee / account holder | $8,315 | $5,517+50.7% | $9,702-14.3% | $5,124+62.3% |