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 | $115,092 | $48,795+135.9% | $65,493+75.7% | $84,808+35.7% |
| Participation rate | 88.6% | 67.0%+21.7pp | 73.1%+15.5pp | 68.3%+20.3pp |
| Annual return | 6.88% | 20.20%-13.3pp | 982.45%-975.6pp | 40.90%-34.0pp |
| Employer contribution / active EE | $1,632 | $1,930-15.4% | $2,574-36.6% | $2,631-38.0% |
| Participant deferral / active EE | $7,846 | $2,928+167.9% | $3,961+98.1% | $4,212+86.3% |
| Admin fee / account holder | $47,955 | $3,877+1136.9% | $5,028+853.7% | $7,344+553.0% |