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 | $107,651 | $46,553+131.2% | $64,056+68.1% | $75,163+43.2% |
| Participation rate | 87.2% | 65.9%+21.3pp | 72.3%+14.9pp | 67.2%+20.0pp |
| Annual return | 9.51% | 26.03%-16.5pp | 33.69%-24.2pp | 160.62%-151.1pp |
| Employer contribution / active EE | $2,372 | $1,974+20.2% | $2,747-13.6% | $2,670-11.2% |
| Participant deferral / active EE | $4,982 | $2,837+75.6% | $3,880+28.4% | $4,125+20.8% |
| Admin fee / account holder | $6,984 | $2,952+136.6% | $3,068+127.6% | $5,651+23.6% |