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 | $132,132 | $89,753+47.2% | $107,525+22.9% | $84,808+55.8% |
| Participation rate | 80.5% | 68.1%+12.4pp | 75.1%+5.4pp | 68.3%+12.2pp |
| Annual return | 12.81% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,176 | $3,113-30.1% | $3,754-42.0% | $2,631-17.3% |
| Participant deferral / active EE | $5,397 | $4,056+33.0% | $5,116+5.5% | $4,212+28.1% |
| Admin fee / account holder | $3,761 | $7,222-47.9% | $8,919-57.8% | $7,344-48.8% |