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 | $120,781 | $64,839+86.3% | $95,585+26.4% | $84,808+42.4% |
| Participation rate | 96.5% | 63.8%+32.7pp | 72.1%+24.4pp | 68.3%+28.2pp |
| Annual return | 12.91% | -670.96%+683.9pp | 38.56%-25.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,855 | $1,759+5.4% | $2,527-26.6% | $2,631-29.5% |
| Participant deferral / active EE | $3,442 | $2,965+16.1% | $4,023-14.4% | $4,212-18.3% |
| Admin fee / account holder | $1,612 | $5,964-73.0% | $6,127-73.7% | $7,344-78.0% |