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 6-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 | $120,284 | $106,749+12.7% | $145,433-17.3% | $82,448+45.9% |
| Participation rate | 79.5% | 75.6%+3.8pp | 82.1%-2.6pp | 68.1%+11.4pp |
| Annual return | 13.23% | 27.59%-14.4pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $4,486 | $3,444+30.2% | $4,554-1.5% | $2,551+75.8% |
| Participant deferral / active EE | $10,452 | $6,519+60.3% | $7,897+32.3% | $4,139+152.5% |
| Admin fee / account holder | $26,210 | $8,390+212.4% | $13,129+99.6% | $7,234+262.3% |