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 | $105,020 | $125,758-16.5% | $169,993-38.2% | $75,163+39.7% |
| Participation rate | 86.7% | 83.6%+3.1pp | 87.0%-0.3pp | 67.2%+19.5pp |
| Annual return | 10.99% | 27.20%-16.2pp | 53.37%-42.4pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,528 | $4,615-66.9% | $6,785-77.5% | $2,670-42.8% |
| Participant deferral / active EE | $4,670 | $6,837-31.7% | $10,408-55.1% | $4,125+13.2% |
| Admin fee / account holder | $11,636 | $8,173+42.4% | $12,815-9.2% | $5,651+105.9% |