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 | $124,121 | $68,073+82.3% | $76,080+63.1% | $85,850+44.6% |
| Participation rate | 90.9% | 72.5%+18.4pp | 79.4%+11.5pp | 69.3%+21.6pp |
| Annual return | 11.17% | 19.42%-8.3pp | 42.50%-31.3pp | 318.53%-307.4pp |
| Employer contribution / active EE | $3,587 | $3,209+11.8% | $3,962-9.5% | $2,565+39.8% |
| Participant deferral / active EE | $3,758 | $3,799-1.1% | $4,905-23.4% | $3,952-4.9% |
| Admin fee / account holder | $4,265 | $3,422+24.6% | $4,883-12.7% | $6,260-31.9% |