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 9-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 | $106,497 | $89,355+19.2% | $141,162-24.6% | $72,985+45.9% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 18.44% | 111.85%-93.4pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,699 | $3,114-13.3% | $4,735-43.0% | $2,440+10.6% |
| Participant deferral / active EE | $5,343 | $5,418-1.4% | $6,709-20.4% | $3,607+48.1% |
| Admin fee / account holder | $1,167 | $5,958-80.4% | $10,261-88.6% | $5,124-77.2% |