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 | $66,159 | $48,795+35.6% | $65,493+1.0% | $84,808-22.0% |
| Participation rate | 83.6% | 67.0%+16.6pp | 73.1%+10.5pp | 68.3%+15.3pp |
| Annual return | 10.88% | 20.20%-9.3pp | 982.45%-971.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,565 | $1,930+32.9% | $2,574-0.4% | $2,631-2.5% |
| Participant deferral / active EE | $4,751 | $2,928+62.2% | $3,961+19.9% | $4,212+12.8% |
| Admin fee / account holder | $8,579 | $3,877+121.3% | $5,028+70.6% | $7,344+16.8% |