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 | $102,829 | $85,766+19.9% | $136,294-24.6% | $70,131+46.6% |
| Participation rate | 92.2% | 74.2%+18.0pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 13.69% | 31.45%-17.8pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,109 | $2,966+4.8% | $4,695-33.8% | $2,342+32.7% |
| Participant deferral / active EE | $5,314 | $5,051+5.2% | $6,247-14.9% | $3,332+59.5% |
| Admin fee / account holder | $1,073 | $5,420-80.2% | $9,243-88.4% | $4,645-76.9% |