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 | $105,110 | $57,541+82.7% | $95,745+9.8% | $75,163+39.8% |
| Participation rate | 81.1% | 62.5%+18.6pp | 72.3%+8.8pp | 67.2%+13.9pp |
| Annual return | 9.62% | 34.93%-25.3pp | 28.35%-18.7pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,157 | $1,808-36.0% | $2,835-59.2% | $2,670-56.7% |
| Participant deferral / active EE | $8,823 | $3,074+187.0% | $4,245+107.9% | $4,125+113.9% |
| Admin fee / account holder | $46,144 | $4,099+1025.8% | $5,678+712.7% | $5,651+716.6% |