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 | $142,634 | $49,227+189.7% | $70,449+102.5% | $79,858+78.6% |
| Participation rate | 87.8% | 69.2%+18.6pp | 75.1%+12.8pp | 69.6%+18.2pp |
| Annual return | 5.46% | 30.06%-24.6pp | 109.03%-103.6pp | 31.71%-26.3pp |
| Employer contribution / active EE | $4,180 | $2,099+99.1% | $2,737+52.7% | $2,471+69.2% |
| Participant deferral / active EE | $7,305 | $2,768+164.0% | $3,709+97.0% | $3,740+95.3% |
| Admin fee / account holder | $4,298 | $2,878+49.3% | $3,845+11.8% | $5,306-19.0% |