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 | $105,183 | $72,012+46.1% | $185,823-43.4% | $79,858+31.7% |
| Participation rate | 87.6% | 65.8%+21.9pp | 78.0%+9.6pp | 69.6%+18.0pp |
| Annual return | 9.70% | 23.12%-13.4pp | 35.95%-26.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $2,724 | $1,965+38.7% | $4,087-33.4% | $2,471+10.3% |
| Participant deferral / active EE | $4,664 | $3,779+23.4% | $5,632-17.2% | $3,740+24.7% |
| Admin fee / account holder | $8,284 | $4,513+83.6% | $9,500-12.8% | $5,306+56.1% |