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 | $111,267 | $80,717+37.8% | $154,803-28.1% | $84,808+31.2% |
| Participation rate | 90.2% | 66.8%+23.4pp | 78.1%+12.2pp | 68.3%+21.9pp |
| Annual return | 12.42% | 37.96%-25.5pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,798 | $2,761+37.5% | $4,305-11.8% | $2,631+44.4% |
| Participant deferral / active EE | $7,601 | $3,303+130.1% | $5,540+37.2% | $4,212+80.5% |
| Admin fee / account holder | $28,413 | $6,746+321.2% | $14,329+98.3% | $7,344+286.9% |