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 | $120,621 | $102,317+17.9% | $146,958-17.9% | $80,856+49.2% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.2%-2.8pp | 67.6%+11.7pp |
| Annual return | 8.94% | 134.76%-125.8pp | 418.34%-409.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $3,227 | $3,713-13.1% | $4,933-34.6% | $2,755+17.1% |
| Participant deferral / active EE | $7,713 | $6,644+16.1% | $8,070-4.4% | $4,296+79.6% |
| Admin fee / account holder | $11,454 | $7,941+44.2% | $12,998-11.9% | $6,918+65.6% |