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 | $107,655 | $77,899+38.2% | $149,673-28.1% | $75,163+43.2% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 12.81% | 31.72%-18.9pp | 134.42%-121.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $3,366 | $3,137+7.3% | $4,818-30.1% | $2,670+26.1% |
| Participant deferral / active EE | $3,064 | $3,411-10.2% | $5,680-46.1% | $4,125-25.7% |
| Admin fee / account holder | $17,481 | $5,956+193.5% | $13,210+32.3% | $5,651+209.4% |