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 | $114,428 | $98,750+15.9% | $149,696-23.6% | $79,858+43.3% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.5%+11.7pp | 69.6%+24.6pp |
| Annual return | 8.77% | 27.43%-18.7pp | 276.60%-267.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $3,945 | $3,216+22.6% | $4,644-15.1% | $2,471+59.7% |
| Participant deferral / active EE | $7,888 | $5,680+38.9% | $6,842+15.3% | $3,740+110.9% |
| Admin fee / account holder | $17,080 | $6,053+182.2% | $9,309+83.5% | $5,306+221.9% |