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 | $111,508 | $98,750+12.9% | $149,696-25.5% | $79,858+39.6% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.5%-3.8pp | 69.6%+9.1pp |
| Annual return | 11.89% | 27.43%-15.5pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,214 | $3,216-31.2% | $4,644-52.3% | $2,471-10.4% |
| Participant deferral / active EE | $6,674 | $5,680+17.5% | $6,842-2.5% | $3,740+78.4% |
| Admin fee / account holder | $13,232 | $6,053+118.6% | $9,309+42.1% | $5,306+149.4% |