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 | $104,266 | $78,926+32.1% | $136,749-23.8% | $84,808+22.9% |
| Participation rate | 79.6% | 62.2%+17.5pp | 72.1%+7.5pp | 68.3%+11.3pp |
| Annual return | 11.03% | 18.17%-7.1pp | 24.33%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,239 | $2,134+51.8% | $3,400-4.7% | $2,631+23.1% |
| Participant deferral / active EE | $7,020 | $3,168+121.5% | $4,692+49.6% | $4,212+66.7% |
| Admin fee / account holder | $3,602 | $6,369-43.5% | $11,386-68.4% | $7,344-51.0% |