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 | $108,683 | $55,706+95.1% | $75,886+43.2% | $72,985+48.9% |
| Participation rate | 94.7% | 61.1%+33.6pp | 69.3%+25.5pp | 69.5%+25.3pp |
| Annual return | 13.68% | 27.59%-13.9pp | 30.76%-17.1pp | 81.00%-67.3pp |
| Employer contribution / active EE | $3,563 | $1,687+111.2% | $2,500+42.5% | $2,440+46.0% |
| Participant deferral / active EE | $6,017 | $2,634+128.4% | $3,603+67.0% | $3,607+66.8% |
| Admin fee / account holder | $3,139 | $3,978-21.1% | $5,418-42.1% | $5,124-38.8% |