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 | $129,984 | $51,638+151.7% | $68,368+90.1% | $82,448+57.7% |
| Participation rate | 79.4% | 63.6%+15.8pp | 73.8%+5.7pp | 68.1%+11.3pp |
| Annual return | 10.72% | 37.53%-26.8pp | 292.57%-281.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,978 | $2,047-3.4% | $2,649-25.3% | $2,551-22.5% |
| Participant deferral / active EE | $7,426 | $2,914+154.9% | $4,123+80.1% | $4,139+79.4% |
| Admin fee / account holder | $50,425 | $4,643+985.9% | $5,150+879.2% | $7,234+597.0% |