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 | $98,859 | $56,053+76.4% | $75,972+30.1% | $80,856+22.3% |
| Participation rate | 75.6% | 62.0%+13.6pp | 69.1%+6.6pp | 67.6%+8.0pp |
| Annual return | 8.74% | 20.53%-11.8pp | 359.55%-350.8pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,602 | $1,874+38.8% | $2,685-3.1% | $2,755-5.6% |
| Participant deferral / active EE | $4,727 | $3,052+54.9% | $4,255+11.1% | $4,296+10.0% |
| Admin fee / account holder | $2,843 | $5,234-45.7% | $6,467-56.0% | $6,918-58.9% |