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 | $127,113 | $88,672+43.4% | $105,223+20.8% | $82,448+54.2% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.2pp |
| Annual return | 12.29% | 30.86%-18.6pp | 180.65%-168.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $6,739 | $3,048+121.1% | $3,689+82.7% | $2,551+164.2% |
| Participant deferral / active EE | $6,073 | $4,036+50.5% | $5,072+19.7% | $4,139+46.7% |
| Admin fee / account holder | $5,711 | $7,146-20.1% | $8,859-35.5% | $7,234-21.1% |