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 | $122,802 | $64,324+90.9% | $118,925+3.3% | $79,858+53.8% |
| Participation rate | 80.4% | 64.9%+15.6pp | 75.4%+5.1pp | 69.6%+10.8pp |
| Annual return | 7.65% | 86.45%-78.8pp | 35.88%-28.2pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,043 | $1,836-43.2% | $3,263-68.0% | $2,471-57.8% |
| Participant deferral / active EE | $5,011 | $2,824+77.5% | $4,265+17.5% | $3,740+34.0% |
| Admin fee / account holder | $11,985 | $4,040+196.7% | $6,581+82.1% | $5,306+125.9% |