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 | $129,459 | $78,422+65.1% | $95,952+34.9% | $79,858+62.1% |
| Participation rate | 85.3% | 73.5%+11.8pp | 77.1%+8.3pp | 69.6%+15.7pp |
| Annual return | 9.37% | 19.37%-10.0pp | 91.61%-82.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,317 | $1,945-32.3% | $2,541-48.2% | $2,471-46.7% |
| Participant deferral / active EE | $4,333 | $3,440+26.0% | $4,167+4.0% | $3,740+15.8% |
| Admin fee / account holder | $3,969 | $5,622-29.4% | $6,795-41.6% | $5,306-25.2% |