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 | $107,938 | $109,413-1.3% | $156,263-30.9% | $84,808+27.3% |
| Participation rate | 87.5% | 72.7%+14.8pp | 78.9%+8.6pp | 68.3%+19.2pp |
| Annual return | 12.05% | 20.18%-8.1pp | 59.47%-47.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $7,048 | $2,907+142.5% | $4,333+62.7% | $2,631+167.9% |
| Participant deferral / active EE | $10,660 | $4,590+132.3% | $6,158+73.1% | $4,212+153.1% |
| Admin fee / account holder | $49,665 | $9,357+430.8% | $14,255+248.4% | $7,344+576.3% |