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 | $127,078 | $85,766+48.2% | $136,294-6.8% | $70,131+81.2% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 10.91% | 31.45%-20.5pp | 5155.94%-5145.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $2,068 | $2,966-30.3% | $4,695-56.0% | $2,342-11.7% |
| Participant deferral / active EE | $4,622 | $5,051-8.5% | $6,247-26.0% | $3,332+38.7% |
| Admin fee / account holder | $940 | $5,420-82.6% | $9,243-89.8% | $4,645-79.8% |