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 | $118,221 | $57,590+105.3% | $86,233+37.1% | $82,448+43.4% |
| Participation rate | 91.1% | 57.9%+33.2pp | 69.0%+22.1pp | 68.1%+23.0pp |
| Annual return | 12.31% | 22.41%-10.1pp | 61.39%-49.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,106 | $1,655+27.2% | $2,504-15.9% | $2,551-17.4% |
| Participant deferral / active EE | $6,702 | $3,080+117.6% | $4,559+47.0% | $4,139+61.9% |
| Admin fee / account holder | $3,988 | $4,730-15.7% | $8,342-52.2% | $7,234-44.9% |