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 | $113,281 | $72,492+56.3% | $87,100+30.1% | $72,985+55.2% |
| Participation rate | 82.8% | 72.8%+9.9pp | 76.9%+5.9pp | 69.5%+13.3pp |
| Annual return | 6.44% | 24.46%-18.0pp | 28.19%-21.8pp | 81.00%-74.6pp |
| Employer contribution / active EE | $2,495 | $1,894+31.8% | $2,521-1.0% | $2,440+2.3% |
| Participant deferral / active EE | $5,025 | $3,270+53.7% | $4,049+24.1% | $3,607+39.3% |
| Admin fee / account holder | $11,443 | $5,055+126.4% | $7,497+52.6% | $5,124+123.3% |