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 | $104,920 | $89,753+16.9% | $107,525-2.4% | $84,808+23.7% |
| Participation rate | 98.0% | 68.1%+29.9pp | 75.1%+22.9pp | 68.3%+29.7pp |
| Annual return | 12.14% | 29.48%-17.3pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,991 | $3,113+28.2% | $3,754+6.3% | $2,631+51.7% |
| Participant deferral / active EE | $7,948 | $4,056+95.9% | $5,116+55.4% | $4,212+88.7% |
| Admin fee / account holder | $6,096 | $7,222-15.6% | $8,919-31.7% | $7,344-17.0% |