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 | $122,252 | $63,861+91.4% | $104,607+16.9% | $79,858+53.1% |
| Participation rate | 96.4% | 64.9%+31.5pp | 74.1%+22.3pp | 69.6%+26.8pp |
| Annual return | 7.79% | 21.30%-13.5pp | 340.46%-332.7pp | 31.71%-23.9pp |
| Employer contribution / active EE | $1,072 | $1,588-32.5% | $2,681-60.0% | $2,471-56.6% |
| Participant deferral / active EE | $4,198 | $2,693+55.8% | $3,740+12.2% | $3,740+12.2% |
| Admin fee / account holder | $31,503 | $4,185+652.8% | $6,473+386.7% | $5,306+493.7% |