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 | $131,051 | $79,944+63.9% | $98,439+33.1% | $75,163+74.4% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.2%+15.7pp | 67.2%+23.7pp |
| Annual return | 11.82% | 19.75%-7.9pp | 21.16%-9.3pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,986 | $2,264-12.3% | $3,048-34.8% | $2,670-25.6% |
| Participant deferral / active EE | $6,064 | $3,752+61.6% | $4,738+28.0% | $4,125+47.0% |
| Admin fee / account holder | $1,736 | $6,840-74.6% | $8,948-80.6% | $5,651-69.3% |