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 | $130,186 | $85,766+51.8% | $136,294-4.5% | $70,131+85.6% |
| Participation rate | 89.7% | 74.2%+15.6pp | 81.9%+7.8pp | 69.5%+20.2pp |
| Annual return | 12.47% | 31.45%-19.0pp | 5155.94%-5143.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $805 | $2,966-72.9% | $4,695-82.9% | $2,342-65.6% |
| Participant deferral / active EE | $13,139 | $5,051+160.1% | $6,247+110.3% | $3,332+294.4% |
| Admin fee / account holder | $22,455 | $5,420+314.3% | $9,243+142.9% | $4,645+383.4% |