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 | $137,322 | $78,422+75.1% | $95,952+43.1% | $79,858+72.0% |
| Participation rate | 87.8% | 73.5%+14.3pp | 77.1%+10.7pp | 69.6%+18.2pp |
| Annual return | 9.98% | 19.37%-9.4pp | 91.61%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $3,777 | $1,945+94.2% | $2,541+48.6% | $2,471+52.9% |
| Participant deferral / active EE | $4,737 | $3,440+37.7% | $4,167+13.7% | $3,740+26.7% |
| Admin fee / account holder | $14,987 | $5,622+166.6% | $6,795+120.5% | $5,306+182.4% |