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 | $104,972 | $148,978-29.5% | $200,582-47.7% | $84,808+23.8% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 12.81% | 28.16%-15.3pp | 42.33%-29.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,223 | $4,815-53.8% | $6,419-65.4% | $2,631-15.5% |
| Participant deferral / active EE | $5,402 | $7,142-24.4% | $9,331-42.1% | $4,212+28.3% |
| Admin fee / account holder | $24,310 | $13,977+73.9% | $16,305+49.1% | $7,344+231.0% |