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 | $108,949 | $93,571+16.4% | $135,903-19.8% | $75,163+44.9% |
| Participation rate | 78.0% | 75.2%+2.8pp | 81.9%-3.9pp | 67.2%+10.8pp |
| Annual return | 14.01% | 30.90%-16.9pp | 68.23%-54.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,570 | $3,537-55.6% | $4,856-67.7% | $2,670-41.2% |
| Participant deferral / active EE | $7,581 | $6,404+18.4% | $7,758-2.3% | $4,125+83.8% |
| Admin fee / account holder | $3,860 | $6,975-44.7% | $10,762-64.1% | $5,651-31.7% |