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 | $125,769 | $94,625+32.9% | $116,228+8.2% | $84,808+48.3% |
| Participation rate | 96.3% | 70.4%+25.8pp | 74.6%+21.7pp | 68.3%+28.0pp |
| Annual return | 11.59% | 20.40%-8.8pp | 90.06%-78.5pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,739 | $2,347+16.7% | $2,994-8.5% | $2,631+4.1% |
| Participant deferral / active EE | $5,877 | $3,972+48.0% | $4,953+18.7% | $4,212+39.5% |
| Admin fee / account holder | $1,103 | $10,091-89.1% | $11,989-90.8% | $7,344-85.0% |