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 | $217,880 | $157,256+38.6% | $141,162+54.3% | $152,861+42.5% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 12.76% | 64.32%-51.6pp | 71.39%-58.6pp | 345.32%-332.6pp |
| Employer contribution / active EE | $3,694 | $5,261-29.8% | $4,735-22.0% | $4,762-22.4% |
| Participant deferral / active EE | $11,961 | $7,109+68.2% | $6,709+78.3% | $5,850+104.5% |
| Admin fee / account holder | $11,832 | $12,120-2.4% | $10,261+15.3% | $11,596+2.0% |