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 | $126,863 | $46,553+172.5% | $64,056+98.1% | $75,163+68.8% |
| Participation rate | 87.8% | 65.9%+21.9pp | 72.3%+15.5pp | 67.2%+20.6pp |
| Annual return | 9.92% | 26.03%-16.1pp | 33.69%-23.8pp | 160.62%-150.7pp |
| Employer contribution / active EE | $7,775 | $1,974+293.9% | $2,747+183.1% | $2,670+191.2% |
| Participant deferral / active EE | $7,216 | $2,837+154.4% | $3,880+86.0% | $4,125+74.9% |
| Admin fee / account holder | $16,108 | $2,952+445.7% | $3,068+425.0% | $5,651+185.1% |