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 | $103,053 | $85,202+21.0% | $172,739-40.3% | $72,985+41.2% |
| Participation rate | 97.9% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.4pp |
| Annual return | 14.03% | 27.32%-13.3pp | 802.84%-788.8pp | 81.00%-67.0pp |
| Employer contribution / active EE | $2,181 | $3,324-34.4% | $5,143-57.6% | $2,440-10.6% |
| Participant deferral / active EE | $2,397 | $3,260-26.5% | $5,198-53.9% | $3,607-33.6% |
| Admin fee / account holder | $5,431 | $5,884-7.7% | $13,954-61.1% | $5,124+6.0% |