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 | $112,307 | $64,480+74.2% | $81,382+38.0% | $80,856+38.9% |
| Participation rate | 71.9% | 63.9%+8.0pp | 69.5%+2.4pp | 67.6%+4.2pp |
| Annual return | 8.54% | 16.34%-7.8pp | 24.73%-16.2pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,002 | $1,978+1.2% | $2,463-18.7% | $2,755-27.3% |
| Participant deferral / active EE | $6,102 | $3,094+97.2% | $3,883+57.1% | $4,296+42.0% |
| Admin fee / account holder | $18,276 | $5,671+222.3% | $5,768+216.8% | $6,918+164.2% |