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 | $123,840 | $85,766+44.4% | $136,294-9.1% | $70,131+76.6% |
| Participation rate | 74.3% | 74.2%+0.1pp | 81.9%-7.6pp | 69.5%+4.7pp |
| Annual return | 13.93% | 31.45%-17.5pp | 5155.94%-5142.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,157 | $2,966-27.3% | $4,695-54.1% | $2,342-7.9% |
| Participant deferral / active EE | $5,305 | $5,051+5.0% | $6,247-15.1% | $3,332+59.2% |
| Admin fee / account holder | $15,622 | $5,420+188.2% | $9,243+69.0% | $4,645+236.3% |