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 | $99,836 | $76,407+30.7% | $150,298-33.6% | $82,448+21.1% |
| Participation rate | 91.5% | 66.4%+25.1pp | 77.8%+13.7pp | 68.1%+23.4pp |
| Annual return | 11.66% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $4,328 | $2,614+65.6% | $4,154+4.2% | $2,551+69.6% |
| Participant deferral / active EE | $6,222 | $3,214+93.6% | $5,453+14.1% | $4,139+50.3% |
| Admin fee / account holder | $18,653 | $6,352+193.6% | $14,116+32.1% | $7,234+157.8% |