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 | $85,530 | $49,922+71.3% | $80,569+6.2% | $75,163+13.8% |
| Participation rate | 84.6% | 55.3%+29.3pp | 67.0%+17.6pp | 67.2%+17.4pp |
| Annual return | 9.81% | 34.69%-24.9pp | 935.43%-925.6pp | 160.62%-150.8pp |
| Employer contribution / active EE | $1,012 | $1,698-40.4% | $2,723-62.8% | $2,670-62.1% |
| Participant deferral / active EE | $4,831 | $2,990+61.6% | $4,447+8.6% | $4,125+17.1% |
| Admin fee / account holder | $8,321 | $3,577+132.6% | $5,377+54.7% | $5,651+47.2% |