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 | $93,798 | $58,512+60.3% | $84,015+11.6% | $72,985+28.5% |
| Participation rate | 74.1% | 61.2%+12.8pp | 69.0%+5.1pp | 69.5%+4.6pp |
| Annual return | 6.66% | 28.93%-22.3pp | 71.31%-64.7pp | 81.00%-74.3pp |
| Employer contribution / active EE | $1,907 | $1,163+63.9% | $1,983-3.9% | $2,440-21.9% |
| Participant deferral / active EE | $3,114 | $2,394+30.1% | $3,239-3.8% | $3,607-13.7% |
| Admin fee / account holder | $25,087 | $4,569+449.1% | $6,101+311.2% | $5,124+389.6% |