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 | $113,011 | $89,355+26.5% | $141,162-19.9% | $72,985+54.8% |
| Participation rate | 93.4% | 75.1%+18.3pp | 82.5%+11.0pp | 69.5%+23.9pp |
| Annual return | 16.31% | 111.85%-95.5pp | 71.39%-55.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $3,656 | $3,114+17.4% | $4,735-22.8% | $2,440+49.9% |
| Participant deferral / active EE | $7,219 | $5,418+33.2% | $6,709+7.6% | $3,607+100.1% |
| Admin fee / account holder | $3,839 | $5,958-35.6% | $10,261-62.6% | $5,124-25.1% |