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 | $139,017 | $57,541+141.6% | $95,745+45.2% | $75,163+85.0% |
| Participation rate | 81.1% | 62.5%+18.6pp | 72.3%+8.8pp | 67.2%+13.9pp |
| Annual return | 11.59% | 34.93%-23.3pp | 28.35%-16.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $2,009 | $1,808+11.1% | $2,835-29.1% | $2,670-24.8% |
| Participant deferral / active EE | $3,180 | $3,074+3.5% | $4,245-25.1% | $4,125-22.9% |
| Admin fee / account holder | $21,365 | $4,099+421.3% | $5,678+276.3% | $5,651+278.1% |