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 | $118,686 | $78,705+50.8% | $117,854+0.7% | $70,131+69.2% |
| Participation rate | 71.4% | 73.2%-1.8pp | 79.7%-8.2pp | 69.5%+1.9pp |
| Annual return | 11.33% | 23.30%-12.0pp | 335.08%-323.7pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,731 | $2,223-22.1% | $3,786-54.3% | $2,342-26.1% |
| Participant deferral / active EE | $6,580 | $3,297+99.6% | $4,482+46.8% | $3,332+97.5% |
| Admin fee / account holder | $3,985 | $5,065-21.3% | $8,020-50.3% | $4,645-14.2% |