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 | $97,593 | $48,046+103.1% | $84,611+15.3% | $72,985+33.7% |
| Participation rate | 94.2% | 57.6%+36.6pp | 68.2%+26.0pp | 69.5%+24.7pp |
| Annual return | 4.57% | 37.38%-32.8pp | 258.74%-254.2pp | 81.00%-76.4pp |
| Employer contribution / active EE | $1,852 | $1,602+15.6% | $2,652-30.2% | $2,440-24.1% |
| Participant deferral / active EE | $3,587 | $2,680+33.8% | $3,899-8.0% | $3,607-0.6% |
| Admin fee / account holder | $1,059 | $3,395-68.8% | $4,912-78.5% | $5,124-79.3% |