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 | $116,267 | $74,927+55.2% | $101,794+14.2% | $84,808+37.1% |
| Participation rate | 87.9% | 61.4%+26.5pp | 69.2%+18.7pp | 68.3%+19.6pp |
| Annual return | 12.47% | 18.70%-6.2pp | 30.53%-18.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,459 | $1,522+61.6% | $2,289+7.4% | $2,631-6.5% |
| Participant deferral / active EE | $5,148 | $3,099+66.1% | $4,084+26.1% | $4,212+22.2% |
| Admin fee / account holder | $1,690 | $6,514-74.1% | $8,777-80.7% | $7,344-77.0% |