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 | $111,403 | $64,839+71.8% | $95,585+16.5% | $84,808+31.4% |
| Participation rate | 86.6% | 63.8%+22.8pp | 72.1%+14.5pp | 68.3%+18.3pp |
| Annual return | 11.62% | -670.96%+682.6pp | 38.56%-26.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,857 | $1,759+5.6% | $2,527-26.5% | $2,631-29.4% |
| Participant deferral / active EE | $3,391 | $2,965+14.4% | $4,023-15.7% | $4,212-19.5% |
| Admin fee / account holder | $7,665 | $5,964+28.5% | $6,127+25.1% | $7,344+4.4% |