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 | $117,454 | $77,899+50.8% | $149,673-21.5% | $75,163+56.3% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 9.77% | 31.72%-21.9pp | 134.42%-124.6pp | 160.62%-150.8pp |
| Employer contribution / active EE | $4,632 | $3,137+47.6% | $4,818-3.9% | $2,670+73.5% |
| Participant deferral / active EE | $3,610 | $3,411+5.8% | $5,680-36.4% | $4,125-12.5% |
| Admin fee / account holder | $2,169 | $5,956-63.6% | $13,210-83.6% | $5,651-61.6% |