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 | $121,967 | $95,453+27.8% | $112,040+8.9% | $82,448+47.9% |
| Participation rate | 89.4% | 72.8%+16.6pp | 76.5%+12.9pp | 68.1%+21.3pp |
| Annual return | 10.96% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $4,787 | $2,318+106.5% | $2,954+62.1% | $2,551+87.7% |
| Participant deferral / active EE | $2,645 | $4,224-37.4% | $5,098-48.1% | $4,139-36.1% |
| Admin fee / account holder | $13,549 | $9,013+50.3% | $12,098+12.0% | $7,234+87.3% |