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 | $101,210 | $88,672+14.1% | $105,223-3.8% | $82,448+22.8% |
| Participation rate | 81.5% | 67.9%+13.6pp | 75.0%+6.4pp | 68.1%+13.4pp |
| Annual return | 9.95% | 30.86%-20.9pp | 180.65%-170.7pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,109 | $3,048-63.6% | $3,689-69.9% | $2,551-56.5% |
| Participant deferral / active EE | $2,802 | $4,036-30.6% | $5,072-44.8% | $4,139-32.3% |
| Admin fee / account holder | $19,187 | $7,146+168.5% | $8,859+116.6% | $7,234+165.2% |