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 | $151,832 | $87,013+74.5% | $106,213+43.0% | $80,856+87.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 8.95% | 17.05%-8.1pp | 116.14%-107.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,309 | $2,395-45.4% | $3,171-58.7% | $2,755-52.5% |
| Participant deferral / active EE | $7,094 | $3,986+78.0% | $5,016+41.4% | $4,296+65.1% |
| Admin fee / account holder | $12,339 | $8,431+46.3% | $11,033+11.8% | $6,918+78.4% |