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 | $123,237 | $94,625+30.2% | $116,228+6.0% | $84,808+45.3% |
| Participation rate | 88.0% | 70.4%+17.6pp | 74.6%+13.4pp | 68.3%+19.7pp |
| Annual return | 11.51% | 20.40%-8.9pp | 90.06%-78.5pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,560 | $2,347-33.5% | $2,994-47.9% | $2,631-40.7% |
| Participant deferral / active EE | $5,199 | $3,972+30.9% | $4,953+5.0% | $4,212+23.4% |
| Admin fee / account holder | $23,461 | $10,091+132.5% | $11,989+95.7% | $7,344+219.5% |