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 | $105,554 | $70,879+48.9% | $189,557-44.3% | $79,386+33.0% |
| Participation rate | 86.8% | 68.0%+18.8pp | 78.4%+8.4pp | 70.7%+16.1pp |
| Annual return | 9.94% | 20.70%-10.8pp | 64.17%-54.2pp | 116.85%-106.9pp |
| Employer contribution / active EE | $3,051 | $1,806+68.9% | $4,412-30.9% | $2,427+25.7% |
| Participant deferral / active EE | $5,152 | $4,081+26.2% | $6,174-16.5% | $4,046+27.3% |
| Admin fee / account holder | $3,349 | $647+417.2% | $9,807-65.9% | $626+434.6% |