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 | $117,815 | $96,484+22.1% | $75,886+55.3% | $152,861-22.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.3%+21.6pp | 82.4%+8.5pp |
| Annual return | 10.13% | 33.98%-23.9pp | 30.76%-20.6pp | 345.32%-335.2pp |
| Employer contribution / active EE | $2,170 | $3,309-34.4% | $2,500-13.2% | $4,762-54.4% |
| Participant deferral / active EE | $6,236 | $4,553+37.0% | $3,603+73.1% | $5,850+6.6% |
| Admin fee / account holder | $1,687 | $8,078-79.1% | $5,418-68.9% | $11,596-85.5% |