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 | $98,259 | $78,422+25.3% | $95,952+2.4% | $79,858+23.0% |
| Participation rate | 88.2% | 73.5%+14.7pp | 77.1%+11.2pp | 69.6%+18.6pp |
| Annual return | 6.06% | 19.37%-13.3pp | 91.61%-85.6pp | 31.71%-25.7pp |
| Employer contribution / active EE | $4,599 | $1,945+136.4% | $2,541+81.0% | $2,471+86.1% |
| Participant deferral / active EE | $4,179 | $3,440+21.5% | $4,167+0.3% | $3,740+11.7% |
| Admin fee / account holder | $14,121 | $5,622+151.2% | $6,795+107.8% | $5,306+166.1% |