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 | $105,808 | $58,828+79.9% | $77,999+35.7% | $62,891+68.2% |
| Participation rate | 74.1% | 71.1%+3.0pp | 75.5%-1.4pp | 69.3%+4.8pp |
| Annual return | 4.71% | 17.16%-12.5pp | 425.96%-421.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,536 | $1,672-8.1% | $2,470-37.8% | $2,281-32.6% |
| Participant deferral / active EE | $2,744 | $2,686+2.2% | $3,497-21.5% | $3,203-14.3% |
| Admin fee / account holder | $10,535 | $4,393+139.8% | $5,480+92.2% | $4,296+145.3% |