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 | $103,367 | $65,395+58.1% | $182,532-43.4% | $72,985+41.6% |
| Participation rate | 87.5% | 65.4%+22.1pp | 78.0%+9.5pp | 69.5%+18.0pp |
| Annual return | 18.02% | 27.68%-9.7pp | 148.54%-130.5pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,739 | $1,911+43.3% | $4,076-32.8% | $2,440+12.3% |
| Participant deferral / active EE | $4,503 | $3,563+26.4% | $5,524-18.5% | $3,607+24.8% |
| Admin fee / account holder | $9,862 | $4,245+132.3% | $8,592+14.8% | $5,124+92.5% |