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 | $102,884 | $91,552+12.4% | $133,956-23.2% | $79,858+28.8% |
| Participation rate | 93.7% | 73.3%+20.3pp | 79.8%+13.8pp | 69.6%+24.0pp |
| Annual return | 8.89% | 61.85%-53.0pp | 45.09%-36.2pp | 31.71%-22.8pp |
| Employer contribution / active EE | $5,038 | $2,384+111.4% | $3,919+28.6% | $2,471+103.9% |
| Participant deferral / active EE | $3,496 | $3,733-6.4% | $5,048-30.7% | $3,740-6.5% |
| Admin fee / account holder | $3,405 | $6,321-46.1% | $8,927-61.9% | $5,306-35.8% |