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 | $129,984 | $54,705+137.6% | $71,209+82.5% | $84,808+53.3% |
| Participation rate | 79.4% | 64.1%+15.3pp | 73.8%+5.7pp | 68.3%+11.1pp |
| Annual return | 10.72% | 35.90%-25.2pp | 282.51%-271.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,978 | $2,158-8.3% | $2,721-27.3% | $2,631-24.8% |
| Participant deferral / active EE | $7,426 | $3,030+145.1% | $4,175+77.9% | $4,212+76.3% |
| Admin fee / account holder | $50,425 | $4,863+936.8% | $5,349+842.7% | $7,344+586.6% |