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 | $131,387 | $65,041+102.0% | $90,951+44.5% | $79,858+64.5% |
| Participation rate | 87.5% | 61.6%+25.9pp | 69.0%+18.5pp | 69.6%+17.9pp |
| Annual return | 8.84% | 30.45%-21.6pp | 134.60%-125.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $900 | $1,247-27.8% | $2,122-57.6% | $2,471-63.6% |
| Participant deferral / active EE | $6,474 | $2,512+157.7% | $3,373+91.9% | $3,740+73.1% |
| Admin fee / account holder | $1,783 | $4,536-60.7% | $5,959-70.1% | $5,306-66.4% |