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 | $118,320 | $78,422+50.9% | $95,952+23.3% | $79,858+48.2% |
| Participation rate | 95.5% | 73.5%+22.0pp | 77.1%+18.4pp | 69.6%+25.8pp |
| Annual return | 5.09% | 19.37%-14.3pp | 91.61%-86.5pp | 31.71%-26.6pp |
| Employer contribution / active EE | $2,507 | $1,945+28.9% | $2,541-1.3% | $2,471+1.5% |
| Participant deferral / active EE | $3,935 | $3,440+14.4% | $4,167-5.6% | $3,740+5.2% |
| Admin fee / account holder | $605 | $5,622-89.2% | $6,795-91.1% | $5,306-88.6% |