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 | $100,826 | $84,233+19.7% | $170,442-40.8% | $70,131+43.8% |
| Participation rate | 97.2% | 70.8%+26.4pp | 83.6%+13.6pp | 69.5%+27.7pp |
| Annual return | 11.66% | 23.06%-11.4pp | 205.93%-194.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $4,745 | $3,387+40.1% | $5,433-12.7% | $2,342+102.6% |
| Participant deferral / active EE | $2,937 | $3,086-4.8% | $4,939-40.6% | $3,332-11.9% |
| Admin fee / account holder | $14,144 | $5,698+148.2% | $13,880+1.9% | $4,645+204.5% |