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 | $103,466 | $65,041+59.1% | $90,951+13.8% | $79,858+29.6% |
| Participation rate | 74.1% | 61.6%+12.5pp | 69.0%+5.1pp | 69.6%+4.4pp |
| Annual return | 6.73% | 30.45%-23.7pp | 134.60%-127.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $2,782 | $1,247+123.1% | $2,122+31.1% | $2,471+12.6% |
| Participant deferral / active EE | $6,055 | $2,512+141.0% | $3,373+79.5% | $3,740+61.9% |
| Admin fee / account holder | $8,030 | $4,536+77.0% | $5,959+34.8% | $5,306+51.3% |