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 | $63,703+89.6% | $93,063+29.8% | $82,448+46.5% |
| Participation rate | 96.5% | 63.8%+32.7pp | 72.1%+24.4pp | 68.1%+28.4pp |
| Annual return | 12.91% | -775.43%+788.3pp | 34.15%-21.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,855 | $1,729+7.3% | $2,476-25.1% | $2,551-27.3% |
| Participant deferral / active EE | $3,442 | $2,919+17.9% | $3,958-13.0% | $4,139-16.8% |
| Admin fee / account holder | $1,612 | $5,982-73.0% | $6,033-73.3% | $7,234-77.7% |