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 | $109,204 | $65,041+67.9% | $90,951+20.1% | $79,858+36.7% |
| Participation rate | 74.5% | 61.6%+12.9pp | 69.0%+5.5pp | 69.6%+4.8pp |
| Annual return | 10.05% | 30.45%-20.4pp | 134.60%-124.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,410 | $1,247+13.0% | $2,122-33.6% | $2,471-42.9% |
| Participant deferral / active EE | $4,174 | $2,512+66.2% | $3,373+23.8% | $3,740+11.6% |
| Admin fee / account holder | $2,407 | $4,536-46.9% | $5,959-59.6% | $5,306-54.6% |