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 | $120,756 | $82,032+47.2% | $123,104-1.9% | $59,632+102.5% |
| Participation rate | 97.5% | 83.2%+14.3pp | 86.8%+10.7pp | 68.7%+28.8pp |
| Annual return | -3.12% | 5.12%-8.2pp | 13.22%-16.3pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $3,631 | $3,297+10.1% | $5,151-29.5% | $2,203+64.9% |
| Participant deferral / active EE | $9,667 | $4,667+107.2% | $6,230+55.2% | $3,192+202.9% |
| Admin fee / account holder | $7,044 | $5,881+19.8% | $9,015-21.9% | $4,297+63.9% |