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 | $121,480 | $78,672+54.4% | $109,143+11.3% | $85,850+41.5% |
| Participation rate | 89.8% | 68.3%+21.6pp | 75.9%+14.0pp | 69.3%+20.5pp |
| Annual return | 10.83% | 25.09%-14.3pp | 25.75%-14.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $3,144 | $2,735+15.0% | $3,722-15.5% | $2,565+22.6% |
| Participant deferral / active EE | $7,301 | $3,467+110.6% | $4,653+56.9% | $3,952+84.8% |
| Admin fee / account holder | $3,169 | $5,469-42.1% | $6,752-53.1% | $6,260-49.4% |