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 | $104,081 | $89,753+16.0% | $107,525-3.2% | $84,808+22.7% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 11.73% | 29.48%-17.7pp | 181.32%-169.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,740 | $3,113-12.0% | $3,754-27.0% | $2,631+4.2% |
| Participant deferral / active EE | $2,844 | $4,056-29.9% | $5,116-44.4% | $4,212-32.5% |
| Admin fee / account holder | $22,237 | $7,222+207.9% | $8,919+149.3% | $7,344+202.8% |