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 | $111,190 | $91,552+21.5% | $133,956-17.0% | $79,858+39.2% |
| Participation rate | 89.2% | 73.3%+15.8pp | 79.8%+9.4pp | 69.6%+19.6pp |
| Annual return | 4.59% | 61.85%-57.3pp | 45.09%-40.5pp | 31.71%-27.1pp |
| Employer contribution / active EE | $4,730 | $2,384+98.4% | $3,919+20.7% | $2,471+91.4% |
| Participant deferral / active EE | $2,879 | $3,733-22.9% | $5,048-43.0% | $3,740-23.0% |
| Admin fee / account holder | $19,318 | $6,321+205.6% | $8,927+116.4% | $5,306+264.1% |