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 | $111,060 | $51,638+115.1% | $68,368+62.4% | $82,448+34.7% |
| Participation rate | 95.7% | 63.6%+32.1pp | 73.8%+22.0pp | 68.1%+27.7pp |
| Annual return | 11.46% | 37.53%-26.1pp | 292.57%-281.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $5,501 | $2,047+168.8% | $2,649+107.7% | $2,551+115.7% |
| Participant deferral / active EE | $3,232 | $2,914+10.9% | $4,123-21.6% | $4,139-21.9% |
| Admin fee / account holder | $3,549 | $4,643-23.6% | $5,150-31.1% | $7,234-50.9% |