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 | $107,336 | $60,022+78.8% | $88,946+20.7% | $84,808+26.6% |
| Participation rate | 92.5% | 57.8%+34.7pp | 68.8%+23.7pp | 68.3%+24.2pp |
| Annual return | 9.13% | 22.43%-13.3pp | 57.82%-48.7pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,909 | $1,703+12.1% | $2,555-25.3% | $2,631-27.5% |
| Participant deferral / active EE | $7,855 | $3,114+152.3% | $4,581+71.5% | $4,212+86.5% |
| Admin fee / account holder | $9,245 | $4,811+92.2% | $8,261+11.9% | $7,344+25.9% |