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 | $98,583 | $65,041+51.6% | $90,951+8.4% | $79,858+23.4% |
| Participation rate | 78.8% | 61.6%+17.2pp | 69.0%+9.8pp | 69.6%+9.2pp |
| Annual return | 8.98% | 30.45%-21.5pp | 134.60%-125.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,070 | $1,247-14.2% | $2,122-49.6% | $2,471-56.7% |
| Participant deferral / active EE | $6,145 | $2,512+144.6% | $3,373+82.2% | $3,740+64.3% |
| Admin fee / account holder | $18,205 | $4,536+301.3% | $5,959+205.5% | $5,306+243.1% |