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 | $87,469 | $37,426+133.7% | $77,482+12.9% | $79,858+9.5% |
| Participation rate | 71.2% | 41.5%+29.6pp | 54.2%+17.0pp | 69.6%+1.5pp |
| Annual return | 6.44% | 39.70%-33.3pp | 54.79%-48.3pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,896 | $637+197.8% | $986+92.2% | $2,471-23.3% |
| Participant deferral / active EE | $3,528 | $1,260+180.0% | $1,861+89.6% | $3,740-5.7% |
| Admin fee / account holder | $13,292 | $2,504+430.9% | $2,858+365.1% | $5,306+150.5% |