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 | $144,761 | $109,881+31.7% | $150,045-3.5% | $84,808+70.7% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 13.61% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,716 | $3,561-51.8% | $4,693-63.4% | $2,631-34.8% |
| Participant deferral / active EE | $7,421 | $6,636+11.8% | $7,997-7.2% | $4,212+76.2% |
| Admin fee / account holder | $16,650 | $8,568+94.3% | $13,435+23.9% | $7,344+126.7% |