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 | $116,312 | $93,571+24.3% | $135,903-14.4% | $75,163+54.7% |
| Participation rate | 84.5% | 75.2%+9.3pp | 81.9%+2.6pp | 67.2%+17.3pp |
| Annual return | 4.28% | 30.90%-26.6pp | 68.23%-64.0pp | 160.62%-156.3pp |
| Employer contribution / active EE | $5,481 | $3,537+55.0% | $4,856+12.9% | $2,670+105.3% |
| Participant deferral / active EE | $7,521 | $6,404+17.4% | $7,758-3.1% | $4,125+82.3% |
| Admin fee / account holder | $3,186 | $6,975-54.3% | $10,762-70.4% | $5,651-43.6% |