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 | $127,735 | $89,753+42.3% | $107,525+18.8% | $84,808+50.6% |
| Participation rate | 97.6% | 68.1%+29.6pp | 75.1%+22.5pp | 68.3%+29.3pp |
| Annual return | 12.75% | 29.48%-16.7pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $4,810 | $3,113+54.5% | $3,754+28.1% | $2,631+82.8% |
| Participant deferral / active EE | $6,344 | $4,056+56.4% | $5,116+24.0% | $4,212+50.6% |
| Admin fee / account holder | $2,299 | $7,222-68.2% | $8,919-74.2% | $7,344-68.7% |