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 | $137,696 | $78,422+75.6% | $95,952+43.5% | $79,858+72.4% |
| Participation rate | 71.9% | 73.5%-1.6pp | 77.1%-5.2pp | 69.6%+2.2pp |
| Annual return | 5.62% | 19.37%-13.7pp | 91.61%-86.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $2,670 | $1,945+37.2% | $2,541+5.1% | $2,471+8.0% |
| Participant deferral / active EE | $6,035 | $3,440+75.5% | $4,167+44.8% | $3,740+61.4% |
| Admin fee / account holder | $27,403 | $5,622+387.4% | $6,795+303.3% | $5,306+416.4% |