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 | $109,137 | $51,175+113.3% | $70,515+54.8% | $75,163+45.2% |
| Participation rate | 74.4% | 60.9%+13.5pp | 68.3%+6.1pp | 67.2%+7.2pp |
| Annual return | 12.10% | 30.02%-17.9pp | 32.77%-20.7pp | 160.62%-148.5pp |
| Employer contribution / active EE | $2,531 | $1,826+38.6% | $2,973-14.9% | $2,670-5.2% |
| Participant deferral / active EE | $5,197 | $2,849+82.4% | $4,567+13.8% | $4,125+26.0% |
| Admin fee / account holder | $24,998 | $4,091+511.1% | $6,412+289.9% | $5,651+342.4% |