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 | $100,459 | $89,355+12.4% | $141,162-28.8% | $72,985+37.6% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.8pp | 69.5%+17.7pp |
| Annual return | 10.80% | 111.85%-101.0pp | 71.39%-60.6pp | 81.00%-70.2pp |
| Employer contribution / active EE | $3,018 | $3,114-3.1% | $4,735-36.3% | $2,440+23.7% |
| Participant deferral / active EE | $6,245 | $5,418+15.3% | $6,709-6.9% | $3,607+73.1% |
| Admin fee / account holder | $10,036 | $5,958+68.4% | $10,261-2.2% | $5,124+95.8% |