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 | $166,919 | $103,376+61.5% | $87,100+91.6% | $152,861+9.2% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 1.78% | 28.10%-26.3pp | 28.19%-26.4pp | 345.32%-343.5pp |
| Employer contribution / active EE | $2,561 | $3,220-20.5% | $2,521+1.6% | $4,762-46.2% |
| Participant deferral / active EE | $8,576 | $4,778+79.5% | $4,049+111.8% | $5,850+46.6% |
| Admin fee / account holder | $1,654 | $12,205-86.4% | $7,497-77.9% | $11,596-85.7% |