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 | $103,653 | $109,881-5.7% | $150,045-30.9% | $84,808+22.2% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 12.54% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,796 | $3,561+34.7% | $4,693+2.2% | $2,631+82.3% |
| Participant deferral / active EE | $7,622 | $6,636+14.9% | $7,997-4.7% | $4,212+81.0% |
| Admin fee / account holder | $7,104 | $8,568-17.1% | $13,435-47.1% | $7,344-3.3% |