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 | $112,499 | $98,750+13.9% | $149,696-24.8% | $79,858+40.9% |
| Participation rate | 88.3% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.7pp |
| Annual return | 11.51% | 27.43%-15.9pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,035 | $3,216-67.8% | $4,644-77.7% | $2,471-58.1% |
| Participant deferral / active EE | $6,241 | $5,680+9.9% | $6,842-8.8% | $3,740+66.9% |
| Admin fee / account holder | $10,068 | $6,053+66.3% | $9,309+8.2% | $5,306+89.7% |