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 | $102,909 | $65,041+58.2% | $90,951+13.1% | $79,858+28.9% |
| Participation rate | 85.3% | 61.6%+23.7pp | 69.0%+16.3pp | 69.6%+15.7pp |
| Annual return | 7.39% | 30.45%-23.1pp | 134.60%-127.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,080 | $1,247-13.4% | $2,122-49.1% | $2,471-56.3% |
| Participant deferral / active EE | $6,074 | $2,512+141.8% | $3,373+80.1% | $3,740+62.4% |
| Admin fee / account holder | $5,169 | $4,536+13.9% | $5,959-13.3% | $5,306-2.6% |