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 | $101,114 | $67,606+49.6% | $82,313+22.8% | $70,131+44.2% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 6.83% | 21.57%-14.7pp | 25.88%-19.0pp | 73.14%-66.3pp |
| Employer contribution / active EE | $1,314 | $1,755-25.1% | $2,428-45.9% | $2,342-43.9% |
| Participant deferral / active EE | $3,717 | $2,987+24.4% | $3,706+0.3% | $3,332+11.6% |
| Admin fee / account holder | $3,849 | $4,512-14.7% | $5,608-31.4% | $4,645-17.1% |