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 | $135,100 | $93,170+45.0% | $100,534+34.4% | $84,808+59.3% |
| Participation rate | 92.5% | 75.8%+16.7pp | 80.6%+11.9pp | 68.3%+24.2pp |
| Annual return | 13.53% | 47.13%-33.6pp | 32.66%-19.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,689 | $3,985+42.8% | $4,346+30.9% | $2,631+116.2% |
| Participant deferral / active EE | $9,530 | $5,699+67.2% | $6,144+55.1% | $4,212+126.3% |
| Admin fee / account holder | $9,204 | $7,382+24.7% | $7,654+20.3% | $7,344+25.3% |