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 | $129,250 | $85,202+51.7% | $172,739-25.2% | $72,985+77.1% |
| Participation rate | 98.0% | 70.1%+28.0pp | 82.6%+15.4pp | 69.5%+28.6pp |
| Annual return | 14.20% | 27.32%-13.1pp | 802.84%-788.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $4,143 | $3,324+24.6% | $5,143-19.4% | $2,440+69.8% |
| Participant deferral / active EE | $3,407 | $3,260+4.5% | $5,198-34.5% | $3,607-5.6% |
| Admin fee / account holder | $4,669 | $5,884-20.6% | $13,954-66.5% | $5,124-8.9% |