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 | $107,161 | $54,705+95.9% | $71,209+50.5% | $84,808+26.4% |
| Participation rate | 74.1% | 64.1%+10.0pp | 73.8%+0.3pp | 68.3%+5.8pp |
| Annual return | 11.40% | 35.90%-24.5pp | 282.51%-271.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,979 | $2,158+84.4% | $2,721+46.3% | $2,631+51.3% |
| Participant deferral / active EE | $3,775 | $3,030+24.6% | $4,175-9.6% | $4,212-10.4% |
| Admin fee / account holder | $9,027 | $4,863+85.6% | $5,349+68.8% | $7,344+22.9% |