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 | $113,865 | $72,277+57.5% | $101,248+12.5% | $79,858+42.6% |
| Participation rate | 83.6% | 68.5%+15.2pp | 75.8%+7.8pp | 69.6%+14.0pp |
| Annual return | 9.33% | 22.30%-13.0pp | 46.47%-37.1pp | 31.71%-22.4pp |
| Employer contribution / active EE | $3,405 | $2,692+26.5% | $3,660-7.0% | $2,471+37.8% |
| Participant deferral / active EE | $7,187 | $3,282+119.0% | $4,370+64.5% | $3,740+92.2% |
| Admin fee / account holder | $356 | $4,400-91.9% | $5,945-94.0% | $5,306-93.3% |