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 | $46,874 | $89,355-47.5% | $141,162-66.8% | $72,985-35.8% |
| Participation rate | 78.4% | 75.1%+3.3pp | 82.5%-4.0pp | 69.5%+8.9pp |
| Annual return | 18.57% | 111.85%-93.3pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $4,107 | $3,114+31.9% | $4,735-13.3% | $2,440+68.3% |
| Participant deferral / active EE | $7,510 | $5,418+38.6% | $6,709+11.9% | $3,607+108.2% |
| Admin fee / account holder | $9,207 | $5,958+54.5% | $10,261-10.3% | $5,124+79.7% |