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 | $118,098 | $63,764+85.2% | $81,930+44.1% | $79,858+47.9% |
| Participation rate | 82.5% | 67.5%+15.0pp | 72.0%+10.5pp | 69.6%+12.9pp |
| Annual return | 6.73% | 22.66%-15.9pp | 29.49%-22.8pp | 31.71%-25.0pp |
| Employer contribution / active EE | $2,067 | $1,795+15.1% | $4,310-52.0% | $2,471-16.3% |
| Participant deferral / active EE | $5,928 | $2,780+113.2% | $7,107-16.6% | $3,740+58.5% |
| Admin fee / account holder | $5,579 | $4,426+26.0% | $5,158+8.2% | $5,306+5.1% |