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 | $101,564 | $77,145+31.7% | $108,410-6.3% | $85,850+18.3% |
| Participation rate | 94.3% | 74.7%+19.6pp | 80.1%+14.2pp | 69.3%+25.0pp |
| Annual return | 11.02% | 44.54%-33.5pp | 905.27%-894.3pp | 318.53%-307.5pp |
| Employer contribution / active EE | $3,138 | $2,379+31.9% | $3,558-11.8% | $2,565+22.3% |
| Participant deferral / active EE | $6,893 | $5,566+23.8% | $6,563+5.0% | $3,952+74.4% |
| Admin fee / account holder | $2,610 | $5,172-49.5% | $7,295-64.2% | $6,260-58.3% |