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 | $112,321 | $67,606+66.1% | $82,313+36.5% | $70,131+60.2% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 11.21% | 21.57%-10.4pp | 25.88%-14.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,206 | $1,755-31.3% | $2,428-50.3% | $2,342-48.5% |
| Participant deferral / active EE | $3,523 | $2,987+17.9% | $3,706-4.9% | $3,332+5.7% |
| Admin fee / account holder | $1,302 | $4,512-71.1% | $5,608-76.8% | $4,645-72.0% |