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 | $141,322 | $58,523+141.5% | $99,443+42.1% | $72,985+93.6% |
| Participation rate | 79.2% | 64.6%+14.6pp | 73.8%+5.4pp | 69.5%+9.8pp |
| Annual return | 15.72% | 28.51%-12.8pp | 30.72%-15.0pp | 81.00%-65.3pp |
| Employer contribution / active EE | $1,595 | $1,512+5.5% | $2,540-37.2% | $2,440-34.6% |
| Participant deferral / active EE | $4,796 | $2,606+84.0% | $3,619+32.5% | $3,607+32.9% |
| Admin fee / account holder | $9,655 | $4,102+135.4% | $6,250+54.5% | $5,124+88.4% |