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 | $135,275 | $60,892+122.2% | $82,389+64.2% | $84,808+59.5% |
| Participation rate | 83.8% | 63.3%+20.5pp | 69.5%+14.2pp | 68.3%+15.5pp |
| Annual return | 12.78% | 37.29%-24.5pp | 28.67%-15.9pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,135 | $1,779-36.2% | $2,517-54.9% | $2,631-56.9% |
| Participant deferral / active EE | $4,094 | $3,179+28.8% | $4,155-1.4% | $4,212-2.8% |
| Admin fee / account holder | $18,750 | $5,467+242.9% | $7,231+159.3% | $7,344+155.3% |