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 | $112,380 | $98,750+13.8% | $149,696-24.9% | $79,858+40.7% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 12.29% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,255 | $3,216+32.3% | $4,644-8.4% | $2,471+72.2% |
| Participant deferral / active EE | $8,329 | $5,680+46.6% | $6,842+21.7% | $3,740+122.7% |
| Admin fee / account holder | $6,883 | $6,053+13.7% | $9,309-26.1% | $5,306+29.7% |