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 | $104,165 | $81,446+27.9% | $103,374+0.8% | $80,874+28.8% |
| Participation rate | 81.5% | 66.9%+14.6pp | 74.5%+7.0pp | 67.6%+13.8pp |
| Annual return | 8.84% | 25.57%-16.7pp | 24.89%-16.1pp | 35.62%-26.8pp |
| Employer contribution / active EE | $3,607 | $3,107+16.1% | $3,869-6.8% | $2,756+30.9% |
| Participant deferral / active EE | $7,291 | $3,870+88.4% | $5,058+44.2% | $4,297+69.7% |
| Admin fee / account holder | $39,563 | $6,715+489.2% | $8,394+371.3% | $6,935+470.5% |