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 | $128,348 | $109,881+16.8% | $150,045-14.5% | $84,808+51.3% |
| Participation rate | 85.1% | 76.1%+9.0pp | 82.3%+2.7pp | 68.3%+16.7pp |
| Annual return | 13.30% | 28.25%-14.9pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,807 | $3,561-49.3% | $4,693-61.5% | $2,631-31.3% |
| Participant deferral / active EE | $7,723 | $6,636+16.4% | $7,997-3.4% | $4,212+83.4% |
| Admin fee / account holder | $25,175 | $8,568+193.8% | $13,435+87.4% | $7,344+242.8% |