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 | $115,750 | $102,317+13.1% | $146,958-21.2% | $80,856+43.2% |
| Participation rate | 73.0% | 75.8%-2.9pp | 82.2%-9.2pp | 67.6%+5.3pp |
| Annual return | 10.99% | 134.76%-123.8pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,937 | $3,713-20.9% | $4,933-40.5% | $2,755+6.6% |
| Participant deferral / active EE | $6,280 | $6,644-5.5% | $8,070-22.2% | $4,296+46.2% |
| Admin fee / account holder | $12,118 | $7,941+52.6% | $12,998-6.8% | $6,918+75.2% |