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 | $98,086 | $51,638+90.0% | $68,368+43.5% | $82,448+19.0% |
| Participation rate | 84.0% | 63.6%+20.4pp | 73.8%+10.2pp | 68.1%+15.9pp |
| Annual return | 13.21% | 37.53%-24.3pp | 292.57%-279.4pp | 41.64%-28.4pp |
| Employer contribution / active EE | $3,628 | $2,047+77.3% | $2,649+36.9% | $2,551+42.2% |
| Participant deferral / active EE | $5,279 | $2,914+81.2% | $4,123+28.1% | $4,139+27.5% |
| Admin fee / account holder | $7,908 | $4,643+70.3% | $5,150+53.6% | $7,234+9.3% |