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 | $97,895 | $109,881-10.9% | $150,045-34.8% | $84,808+15.4% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 13.32% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,015 | $3,561-43.4% | $4,693-57.1% | $2,631-23.4% |
| Participant deferral / active EE | $3,343 | $6,636-49.6% | $7,997-58.2% | $4,212-20.6% |
| Admin fee / account holder | $3,952 | $8,568-53.9% | $13,435-70.6% | $7,344-46.2% |