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 | $102,640 | $59,101+73.7% | $77,163+33.0% | $75,163+36.6% |
| Participation rate | 77.8% | 63.9%+13.9pp | 69.6%+8.2pp | 67.2%+10.6pp |
| Annual return | 7.69% | 26.71%-19.0pp | 37.87%-30.2pp | 160.62%-152.9pp |
| Employer contribution / active EE | $1,865 | $1,995-6.5% | $2,535-26.4% | $2,670-30.1% |
| Participant deferral / active EE | $5,322 | $2,999+77.4% | $3,833+38.8% | $4,125+29.0% |
| Admin fee / account holder | $21,435 | $4,774+349.0% | $5,472+291.7% | $5,651+279.3% |