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 | $132,510 | $89,355+48.3% | $141,162-6.1% | $72,985+81.6% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 18.93% | 111.85%-92.9pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,720 | $3,114-12.7% | $4,735-42.6% | $2,440+11.5% |
| Participant deferral / active EE | $6,755 | $5,418+24.7% | $6,709+0.7% | $3,607+87.3% |
| Admin fee / account holder | $8,409 | $5,958+41.1% | $10,261-18.1% | $5,124+64.1% |