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 | $124,654 | $101,724+22.5% | $164,813-24.4% | $80,856+54.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.02% | 16.72%-7.7pp | 69.93%-60.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $4,420 | $2,953+49.7% | $4,341+1.8% | $2,755+60.4% |
| Participant deferral / active EE | $6,423 | $4,477+43.5% | $6,031+6.5% | $4,296+49.5% |
| Admin fee / account holder | $10,286 | $8,227+25.0% | $12,690-18.9% | $6,918+48.7% |