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 | $93,845 | $61,774+51.9% | $97,226-3.5% | $80,856+16.1% |
| Participation rate | 87.9% | 63.5%+24.4pp | 72.7%+15.2pp | 67.6%+20.2pp |
| Annual return | 7.73% | -557.90%+565.6pp | 75.13%-67.4pp | 35.59%-27.9pp |
| Employer contribution / active EE | $2,068 | $1,837+12.6% | $2,729-24.2% | $2,755-24.9% |
| Participant deferral / active EE | $3,142 | $3,029+3.7% | $4,264-26.3% | $4,296-26.9% |
| Admin fee / account holder | $13,001 | $5,166+151.7% | $5,654+130.0% | $6,918+87.9% |