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 | $132,775 | $56,053+136.9% | $75,972+74.8% | $80,856+64.2% |
| Participation rate | 98.5% | 62.0%+36.4pp | 69.1%+29.4pp | 67.6%+30.8pp |
| Annual return | 9.82% | 20.53%-10.7pp | 359.55%-349.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,923 | $1,874+2.6% | $2,685-28.4% | $2,755-30.2% |
| Participant deferral / active EE | $6,649 | $3,052+117.9% | $4,255+56.2% | $4,296+54.8% |
| Admin fee / account holder | $10,878 | $5,234+107.8% | $6,467+68.2% | $6,918+57.2% |