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 | $117,246 | $76,407+53.4% | $150,298-22.0% | $82,448+42.2% |
| Participation rate | 95.9% | 66.4%+29.5pp | 77.8%+18.2pp | 68.1%+27.9pp |
| Annual return | 12.96% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,993 | $2,614-23.8% | $4,154-52.0% | $2,551-21.9% |
| Participant deferral / active EE | $3,419 | $3,214+6.4% | $5,453-37.3% | $4,139-17.4% |
| Admin fee / account holder | $14,041 | $6,352+121.1% | $14,116-0.5% | $7,234+94.1% |