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 | $102,930 | $60,022+71.5% | $88,946+15.7% | $84,808+21.4% |
| Participation rate | 76.0% | 57.8%+18.2pp | 68.8%+7.2pp | 68.3%+7.7pp |
| Annual return | 11.46% | 22.43%-11.0pp | 57.82%-46.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,003 | $1,703+17.7% | $2,555-21.6% | $2,631-23.9% |
| Participant deferral / active EE | $6,195 | $3,114+99.0% | $4,581+35.2% | $4,212+47.1% |
| Admin fee / account holder | $3,990 | $4,811-17.1% | $8,261-51.7% | $7,344-45.7% |