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 | $97,166 | $49,922+94.6% | $80,569+20.6% | $75,163+29.3% |
| Participation rate | 85.7% | 55.3%+30.4pp | 67.0%+18.7pp | 67.2%+18.5pp |
| Annual return | 11.92% | 34.69%-22.8pp | 935.43%-923.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,812 | $1,698+6.7% | $2,723-33.5% | $2,670-32.1% |
| Participant deferral / active EE | $5,176 | $2,990+73.1% | $4,447+16.4% | $4,125+25.5% |
| Admin fee / account holder | $3,359 | $3,577-6.1% | $5,377-37.5% | $5,651-40.6% |