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 7-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 | $125,561 | $65,365+92.1% | $92,893+35.2% | $72,985+72.0% |
| Participation rate | 81.5% | 68.3%+13.2pp | 76.0%+5.5pp | 69.5%+12.0pp |
| Annual return | 13.03% | 42.10%-29.1pp | 109.41%-96.4pp | 81.00%-68.0pp |
| Employer contribution / active EE | $1,840 | $2,594-29.1% | $3,653-49.6% | $2,440-24.6% |
| Participant deferral / active EE | $3,246 | $3,128+3.7% | $4,236-23.4% | $3,607-10.0% |
| Admin fee / account holder | $1,944 | $4,251-54.3% | $5,794-66.5% | $5,124-62.1% |