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 | $127,762 | $71,050+79.8% | $93,606+36.5% | $80,856+58.0% |
| Participation rate | 74.4% | 60.4%+14.0pp | 68.7%+5.7pp | 67.6%+6.8pp |
| Annual return | 7.08% | 11.26%-4.2pp | 133.20%-126.1pp | 35.59%-28.5pp |
| Employer contribution / active EE | $1,311 | $1,564-16.1% | $2,420-45.8% | $2,755-52.4% |
| Participant deferral / active EE | $5,399 | $4,034+33.8% | $4,411+22.4% | $4,296+25.7% |
| Admin fee / account holder | $32,699 | $6,945+370.8% | $8,285+294.7% | $6,918+372.7% |