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 | $137,450 | $87,013+58.0% | $106,213+29.4% | $80,856+70.0% |
| Participation rate | 90.6% | 70.4%+20.2pp | 75.3%+15.3pp | 67.6%+23.0pp |
| Annual return | 9.04% | 17.05%-8.0pp | 116.14%-107.1pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,914 | $2,395+21.6% | $3,171-8.1% | $2,755+5.8% |
| Participant deferral / active EE | $8,327 | $3,986+108.9% | $5,016+66.0% | $4,296+93.8% |
| Admin fee / account holder | $16,927 | $8,431+100.8% | $11,033+53.4% | $6,918+144.7% |