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 | $134,000 | $108,825+23.1% | $156,181-14.2% | $82,448+62.5% |
| Participation rate | 85.2% | 72.4%+12.8pp | 78.8%+6.4pp | 68.1%+17.1pp |
| Annual return | 12.06% | 20.59%-8.5pp | 64.87%-52.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $3,633 | $2,870+26.6% | $4,294-15.4% | $2,551+42.4% |
| Participant deferral / active EE | $8,477 | $4,577+85.2% | $6,132+38.2% | $4,139+104.8% |
| Admin fee / account holder | $6,169 | $9,341-34.0% | $14,586-57.7% | $7,234-14.7% |