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 | $100,912 | $85,766+17.7% | $136,294-26.0% | $70,131+43.9% |
| Participation rate | 73.9% | 74.2%-0.2pp | 81.9%-8.0pp | 69.5%+4.4pp |
| Annual return | 12.76% | 31.45%-18.7pp | 5155.94%-5143.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,294 | $2,966-56.4% | $4,695-72.4% | $2,342-44.8% |
| Participant deferral / active EE | $6,439 | $5,051+27.5% | $6,247+3.1% | $3,332+93.3% |
| Admin fee / account holder | $11,006 | $5,420+103.0% | $9,243+19.1% | $4,645+136.9% |