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 | $100,142 | $125,758-20.4% | $169,993-41.1% | $75,163+33.2% |
| Participation rate | 78.3% | 83.6%-5.3pp | 87.0%-8.7pp | 67.2%+11.1pp |
| Annual return | 13.42% | 27.20%-13.8pp | 53.37%-40.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,765 | $4,615-61.8% | $6,785-74.0% | $2,670-33.9% |
| Participant deferral / active EE | $3,411 | $6,837-50.1% | $10,408-67.2% | $4,125-17.3% |
| Admin fee / account holder | $6,336 | $8,173-22.5% | $12,815-50.6% | $5,651+12.1% |