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 | $123,385 | $109,881+12.3% | $150,045-17.8% | $84,808+45.5% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.6pp | 68.3%+14.6pp |
| Annual return | 13.66% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,728 | $3,561-51.5% | $4,693-63.2% | $2,631-34.3% |
| Participant deferral / active EE | $6,907 | $6,636+4.1% | $7,997-13.6% | $4,212+64.0% |
| Admin fee / account holder | $36,363 | $8,568+324.4% | $13,435+170.7% | $7,344+395.2% |